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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 ...

Roth IRAs are a popular retirement savings and investment tool, especially for those expecting to be in a higher tax bracket ...

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

The first step in opening a Roth IRA is determining if you’re eligible. In order to be eligible for a Roth IRA, you’ll need to have earned income, and this income must be within certain limits.

"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 ...

Income phase-out ranges are increasing for traditional IRAs. The income limits for Roth IRA eligibility are increasing. Saving in 401(k)s and IRAs is a smart way to put money aside for retirement.

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

The proposed regulations involve provisions of the SECURE 2.0 Act, including auto enrollment in 401(k) and 403(b) plans, and the Roth IRA catchup rule.

Roth IRAs are a popular retirement savings and ... of a larger portion of your Social Security benefits or reduced eligibility for tax credits like the Child Tax Credit or the Saver’s Credit ...

With a new year often comes tax changes, and those who save money in tax-advantaged retirement accounts like IRAs and 401(k) ...