Search results
How to pick the best 529 plan
Bankrate via AOL· 14 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· 5 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 ...
New SECURE 2.0 and state 401(k) programs that can boost participation rates
BenefitsPRO· 6 days agoThere is almost $40 trillion in total retirement assets in the US. While the new plan tax credits...
Financial advisors don't need to fear artificial intelligence, Betterment’s Thomas Moore says
CNBC· 17 hours agoFor registered investment advisors, advancements in artificial intelligence have brought to the...
529 college savings plans 'are better now than they've ever been,' expert says. Here are key changes...
CNBC· 17 hours agoAs the costs at some colleges near $100,000 a year, families need a savings strategy they can bank...
The 5 changes to the 401(k) that could make a big difference to your retirement
Morningstar· 11 hours agoThe 401(k) has become king of the retirement industry, knocking down its competition in pensions and overshadowing the contribution limits of the IRA - but it could use some improvement. In ...
Ed Slott: How Eligible Designated Beneficiaries Changed
Morningstar· 7 days agoChristine Benz: We want to take a look at the rules regarding inherited IRAs, which have changed...
Tax Breaks: When It Comes To Tax, May The Odds Be Ever In Your Favor
Forbes· 5 days agoThe IRS recently released FAQs to help taxpayers navigate those changes. FAQs are simply intended to...
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...
