Opening a 529 plan to save for your child’s college expenses can be a great way to build savings while reaping tax benefits. Some of the benefits of a 529 plan include tax free growth and tax free ...

I’m 56 and my wife just died. She made 65% of our income and I can’t afford our bills alone — what do I do? Consider this scenario: Paul’s wife unexpectedly passed away a few weeks ago.

Rollover IRAs are often the preferred option for prolonging the tax-exempt status of savings. But the process hides several ...