If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no one-size-fits-all solution, but by understanding the key differences between ...

What’s the ISave 529 plan’s favorite motivational quote? “The best way to predict your future is to invest in it!” OK, OK, I ...

Every parent hopes their children will someday attend college and change the world. The reality is that not every child can ...

A Roth IRA is one of the best ways to save for retirement, but it can also be used to save for college. A Roth IRA is one of ...

Many families and individuals who want effective and efficient ways to save for education expenses often turn to the ever-popular 529 plan, which offers wide-ranging tax benefits. In recent years, the ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it's also ...

The SECURE Act 2.0 gave 529 plan holders a way to rollover up to $35,000 in funds to a Roth IRA - it's a convenient release valve for education savers and here's how it works. The post 529 to Roth IRA ...

J.P. Morgan Asset Management today launched the 12th edition of its annual College Planning Essentials. This comprehensive ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

IRS tax refunds are rolling in, and this year, the average refund is $3,324—thats 5.7% more than last year. It might feel ...

Financial planners make changes to their own financial plans each year — and sometimes that means temporarily easing up on ...

If you've invested in a traditional IRA, you probably took time to read the fine print before signing your name on the dotted ...