
VIDEO TIPS: AN OPPORTUNITY TO ROLLOVER SEC 529 PLAN TO A ROTH IRA
The SECURE 2.0 Act provides families and students with the option to roll over their leftover funds in…
The SECURE 2.0 Act provides families and students with the option to roll over their leftover funds in…
President Biden’s student loan debt forgiveness plan was originally authorized by an executive order…
A common question parents have is, “How might I save for a child’s post-secondary education…
On August 24, President Biden announced a three-part plan to deal with student loan debt which includes,…
Despite recent rounds of forgiveness for thousands of borrowers, nearly 43 million Americans are responsible…
The Qualified State Tuition Plan, often referred to as the Sec 529 Plan, is a tax-beneficial incentive…
Some in Congress have proposed “free” (i.e., government-paid) tuition for community college…
The federal tax code provides two beneficial saving plans that allow tax-free withdrawals for qualified…