Frequently Asked Questions on Opening a 529 Plan Account
529 plans are savings vehicles tailor-made for
college. Anyone can open an account, lifetime
contribution limits are typically over $300,000, and 529 plans offer federal and sometimes state tax benefits if certain conditions are met. Here are some common questions on opening an account....
2015 Year-End Tax Planning Basics
As the end of the 2015 tax year approaches,
set aside some time to evaluate your situation
and consider potential opportunities. Effective
year-end planning depends on a good
understanding of both your current
circumstances and how those circumstances
might change next year....
Six Common 401(k) Plan Misconceptions
Do you really know as much as you think you
do about your 401(k) plan? Let's find out....