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There’s no way to directly transfer IRA funds to a 529 plan, but in some cases, you can use IRA funds for education expenses.

Explore spousal inherited IRA options, including rollovers, tax implications, and Secure Act changes. Learn how to maximize ...

A Roth IRA offers tax-free withdrawals, growth, and flexibility, helping retirees maximize income, minimize taxes, and manage ...

"Most" Americans are now able to do a 529 plan to Roth IRA rollover. But there are a lot of "catches" you need to know. There ...

Financial adviser Jeffrey Levine discusses the pros and cons of different retirement contribution strategies and their ...

Roth IRA CDs work like Roth IRAs ... are a type of IRA that allows you to contribute funds for both yourself and any eligible employees of your business. SEP IRAs come with higher contribution ...

A balanced retirement portfolio is essential for securing your financial future. By spreading investments across various ...

Your wonderful husband is entitled to your full Social Security benefit if you pass first. If your goal is to leave him a higher Social Security amount, consider postponing taking your benefit to the ...

On the state level, though, the rules are different. A total of 41 states don't tax benefits, but nine do. If you live in one ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form 1099-R ...

However, it's possible to have too much of a good thing. Maxing out your 401 (k) could seem like a smart idea in theory, but ...