Do You Know The Rules For Keeping 529 Plan Withdrawals Tax-Free?
After years of putting money in your 529 college saving plan, you’re ready to start taking withdrawals to pay tuition bills. Do you know the rules for keeping the withdrawals […]
Is A Roth IRA Conversion Right For You This Year?
If you have a traditional IRA, you might benefit from converting some or all of it to a Roth IRA. A conversion can allow you to turn tax-deferred future growth […]
Taxes And Distributions From Inherited IRAs
What are the tax consequences when you inherit an Individual Retirement Account? You may think the inheritance is income tax-free. However, amounts you withdraw can be taxable — in some […]
Use ESA Funds For Elementary and Secondary School Costs
As the kids head back to school, it’s a good time to think about Coverdell Education Savings Accounts (ESAs). One major advantage of ESAs over another popular education saving tool, […]