Maximize your 2025 tax savings with smart moves like Roth conversions, 401(k) contributions, tax-loss harvesting and charitable giving before the year ends.

The SECURE Act of 2019 allows 529 college savings plans to be used for student loan repayment and registered apprenticeship programs, as this expands the traditional use of 529 pla ...

As an accountant and business advisor I sometimes get questions about the pros and cons of 529 Plan contributions. I’ve seen firsthand with my own children how small and consistent choices we make ...

Whitaker Wealth explains 529 vs UTMA accounts, showing how families can save smartly for college with tax benefits and flexibility.

For most Americans, April 15 marks the end of “tax season.” After filing their returns, many breathe a sigh of relief and tuck away their financial documents until the next year. But smart tax ...

Answer: A lot of people experience sticker shock when they sit down to look at college costs today. For the 2025-2026 ...

Learn how to contribute to your 403(b) plan, including the key considerations, pros, and cons. Discover the importance of ...

The Social Security Administration has announced significant changes that impact millions of beneficiaries as well as high earners.

During the 2025 Legislative Session, the Colorado General Assembly enacted multiple laws affecting real estate and ...

A surge in COVID emergency funding has allowed district leaders add more dual credit classes and practical training for today ...

You can then request a direct rollover from your old employer's plan so the funds go straight into your IRA, which keeps your savings tax-deferred and avoids penalties. You can also do an indirect ...

Changing demographics, ballooning prescription drug costs, among other things, means Minnesotans are about to get sticker ...