SECURE Act

What Is a 529 College Savings Plan, and What Education Expenses Can I Use It For? July 6, 2020 10:30 AM   |  

Saving for college? The 529 plan is one of the most common college savings tools. Learn how a 529 plan can help you invest and save for higher education.

3 min read  |  College Savings Plans
Late Start on Retirement Planning? Start Catching Up on 401(k), IRA Contributions April 3, 2020 10:30 AM   |  

Even if you got a late start on saving for retirement, there are ways to catch up on contributions to your 401(k) or IRA to have better chances of a successful life after work.

3 min read  |  Retirement Planning
Ready for Roth? Why Now May Be the Time to Do a Roth Conversion March 11, 2020 10:30 AM   |  

With the stretch IRA gone thanks to the SECURE Act, it might be time to revisit your estate plan. If you have money in a traditional IRA, you might consider a Roth IRA conversion.

5 min read  |  IRA & 401k Plans
Retirement Changes Coming, Courtesy of the SECURE Act: 5 Things You Should Know December 27, 2019 9:59 AM   |  

The SECURE Act is included in the appropriations bill just passed by Congress. Here’s what you need to know about the changes coming to retirement.

5 min read  |  Retirement Planning
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