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    • How to pick the best 529 plan

      How to pick the best 529 plan

      Bankrate via Yahoo Finance· 6 days ago

      If the account has been open for at least 15 years, the money can be rolled into a Roth IRA for the beneficiary, up to $35,000 in a lifetime. This...

    • What Is A Custodial Account?

      What Is A Custodial Account?

      Time Magazine· 3 days ago

      If you'd like to start saving for college for your kids or simply give them a financial leg up, you might consider opening a custodial account—an...

    • The Savings Game: Explaining successor beneficiaries

      Herald & Review· 7 days ago

      Q: 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 ...