In a significant development for tax-advantaged educational savings, the SECURE 2.0 Act introduces a game-changing provision allowing the rollover of unused funds from 529 accounts to Roth IRAs. Aimed at providing enhanced flexibility for educational … [Read more...] about Unlocking New Opportunities: Rollover of 529 Accounts to Roth IRAs Under SECURE 2.0 Act
Asking questions is a good thing. There are times in my life, and I am sure in your own lives, that we just do not understand something we experience. That lack of understanding should give rise to question asking, but at times we just do not feel … [Read more...] about What Did They Just Say?
You have many ways to save for retirement using tax-favored accounts. Three of the most common are a traditional IRA, a Roth IRA, and a 401(k)-type qualified plan. A traditional IRA is an account that holds assets for retirement. If you contribute … [Read more...] about Saving for Retirement
Expecting your first child can elicit a myriad of emotions for soon-to-be parents. Excitement, anxiousness, fear, and anticipation are all natural and to be expected. While healthcare professionals diligently prepare parents for the delivery and … [Read more...] about Expecting a Baby
Taken literally, this quote states that spending money you do not have will put you into debt. In 1739 you could go to your local eatery, have supper, and place it on a tab that you would pay later. Doing this would give you a full stomach but place … [Read more...] about Rather Go to Bed Supperless than Rise in Debt
Protect your personal information Scammers steal personal information and money from unsuspecting victims, predominantly during tax season. When it comes to sharing any of your personal information, be vigilant! The easiest way for criminals to … [Read more...] about Data Security