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How to pick the best 529 plan
Bankrate via AOL· 3 hours agoThe 2019 SECURE Act expanded the focus even further, allowing up to $10,000 to be used to pay off the beneficiary’s student loans and an additional...
3 New Required Minimum Distribution (RMD) Rules Retirees Need to Know About in 2024 | The Motley...
The Motley Fool· 4 days agoOne of the biggest advantages of saving for retirement in an account like an IRA or 401(k) is that...
Extended Relief for Required Minimum Distributions in 2024 | JD Supra
JD Supra· 6 days agoFive years ago, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) made several significant changes to certain distributions ...
529 college savings plans 'are better now than they've ever been,' expert says. Here are key changes...
CNBC· 6 hours agoAs the costs at some colleges near $100,000 a year, families need a savings strategy they can bank...
Financial advisors don't need to fear artificial intelligence, Betterment’s Thomas Moore says
CNBC· 6 hours agoFor registered investment advisors, advancements in artificial intelligence have brought to the...
New SECURE 2.0 and state 401(k) programs that can boost participation rates
BenefitsPRO· 5 days agoThere is almost $40 trillion in total retirement assets in the US. While the new plan tax credits...
Tax Breaks: When It Comes To Tax, May The Odds Be Ever In Your Favor
Forbes· 4 days agoThe IRS recently released FAQs to help taxpayers navigate those changes. FAQs are simply intended to...
Ed Slott: How Eligible Designated Beneficiaries Changed
Morningstar· 6 days agoChristine Benz: We want to take a look at the rules regarding inherited IRAs, which have changed...
How to Pass Down an IRA | ThinkAdvisor
ThinkAdvisor· 2 days agoThe surviving spouse can use the RMD required beginning date of the deceased spouse instead of the required beginning date of their own IRA. This can...
The Savings Game: Explaining successor beneficiaries
Herald & Review· 16 hours agoQ: Can you explain the regulations regarding successor beneficiaries of IRAs? A: A successor beneficiary is the beneficiary who is the named beneficiary of an individual who has inherited an ...
