Lawmakers are weighing a Roth IRA rollover proposal that could quietly rewrite the rules of how Americans build and manage ...

Roth IRAs allow you to fund your retirement with after-tax dollars while you're working, and then withdraw those ...

The IRS increased IRA limits for 2026. Learn the new caps, income rules, and smart moves to make the most of your retirement ...

Federal income tax law offers tax advantages to taxpayers that save money in specially designated accounts earmarked for future educational expenses (“529 Accounts”). In addition, federal income tax ...

In 2022, Congress enacted the SECURE 2.0 Act (the “Act”) with the intent to expand coverage and increase retirement savings. This week ...

A Roth IRA is one of the most popular ways for individuals to save for retirement, and it offers some big tax advantages, including the ability to withdraw your money tax-free in retirement. In fact, ...

Funds can be rolled over from a 529 account to a Roth IRA if the 529 account has been open for at least 15 years. The lifetime rollover limit for a 529 plan is $35,000. The Roth IRA into which funds ...

The tax rules that apply when you attempt to roll over your IRA funds are all complicated, and some are rigid and unforgiving. So, violating one of those rules can be fatal, and costly. There are no ...

As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529 accounts more flexible in the long term. In a significant shift that offers ...

Leftover money in a 529 college savings plan can now be transferred penalty-free to a Roth IRA. Experts warn, however, that there are strict regulations and often better alternatives. “These are very ...