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

When it comes to saving for education expenses, there are a few different options available. Two of the most popular choices are the Roth IRA and 529 plan. While both accounts can be used to save ...

Discover flexible 529 plan alternatives like Roth IRAs and Coverdell ESAs, providing unique benefits for college savings.

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

A network of plan administrators helps small 401(k) accounts rolled into IRAs find their way to a worker's next workplace plan — unless it's Roth money.

Range reports that the OBBBA will enhance 529 plans in 2026, doubling K-12 distribution limits and expanding eligible ...

Don't assume a Roth account is right for you. Don't assume you can raid your Roth IRA or 401(k) at any time. Don't assume that you should keep your entire retirement nest egg in a Roth. When it comes ...

Eliminating required minimum distributions makes Roth 401(k)s much more valuable Something snuck by me: The Secure 2.0 Act eliminated required minimum distributions for Roth 401(k) accounts. At first ...

The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2026, the amount most individuals can contribute to their 401(k) plans will tick up ...