Want to boost your retirement savings? You can roll over unused funds from your 529 plan into a Roth IRA, tax-free, as long ...

529 education savings plans are powerful tools to help pay for the mounting costs of an education. Yet some people hesitate to use them. One common concern is oversaving. You can only use 529 funds ...

Ken & Klee examine four traditional investment programs and compare to the new Trump Accounts being offered for investing in ...

A new rule from the SECURE 2.0 Act allows families to move unused money from a 529 college savings plan into a Roth IRA. This change started in 2024 and gives more flexibility if college plans change.

Whether you opened a Roth IRA years ago or have had your eye on one, you probably have a sense of what a great investment vehicle it is. A Roth IRA allows you to contribute money you've already paid ...

Roth IRA vs Traditional IRA decisions are some of the most important financial choices you’ll make when planning for retirement. However, they come with complications that need to be navigated. In the ...