First, 529 plan contributions are generally deductible on state tax returns if you live in a state that has an income tax.

Since January 2024, however, unused funds from a 529 plan can be rolled over into a Roth IRA account tax-free, in essence turning it into a retirement account. A Roth IRA from Charles Schwab ...

A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over into retirement ...

A Redditor in the Fat FIRE Reddit group shares his nest egg, including how he allocated his money between stocks and bonds.

Michigan is a top choice for retirees. Enjoy low taxes, breathtaking scenery and abundant outdoor recreation.

In 2025, the SECURE 2.0 Act allows a new "super catch-up provision" for individuals who turn ages 60 to 63 before the end of ...

An important part of financial planning for physicians with children can be 529 plans.

Except in a 529, you save money that you will later use to pay for your kid's college, instead of for your own retirement. As with 410(k) savings, 529 plan savings grow tax-free until they're ...

While you can’t avoid paying taxes altogether, there are several strategies that can help you lower your taxable income, maximize deductions, and take advantage of tax-deferred growth.

When pondering the decision to go back to work, you’ll want to evaluate the advantages and the possible drawbacks.