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

Ken & Klee examine four traditional investment programs and compare to the new Trump Accounts being offered for investing in your child's education.

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.

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

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 ...

Beginning in 2010, individuals are allowed to convert or roll over certain distributions from retirement plans and IRAs to Roth IRAs regardless of their modified adjusted gross income. Complex rules ...

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 ...