Employers are increasingly adopting provisions from SECURE 2.0, a federal retirement law passed in 2022, that may make it ...

There's over $500 billion invested in 529 college saving plans across 17 million accounts. Find out more key 529 statistics here.

The best ways to use your tax refund include building an emergency fund, paying off high-interest debt, and saving for ...

There are a number of tax-advantaged savings accounts currently available to Americans that enable you to grow your savings, ...

Dual enrollment allows you to earn college credit while you’re still in high school. Doing so can help you save money on the ...

Contributions made to a Roth IRA are made with post-tax income, meaning you can withdraw the money with no taxes or penalties ...

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.

Decisions about retirement withdrawals can have big consequences for your financial future. A 24/7 Wall St. reader is ...

Beginning in 2024, the SECURE Act 2.0 will index IRA catchup contribution limits for inflation, making it likely that higher ...

Unilaterally withdrawing funds from 529 accounts to pay for non-education related expenses while a divorce action is pending ...

The IRS allows a withdrawal of up to $1,000 annually from qualified retirement accounts without penalty for emergencies. Emergency withdrawals can potentially help those facing financial ...

A mericans have amassed $450 billion for educational expenses in 529 plans as of August 2024, according to the Education Data ...