It is natural to be emotionally tied to the performance of your portfolio. The money you have and continue to save is vital for your future goals. Whether those goals are retiring early, funding your children’s education, or leaving a legacy, a market pullback can feel as if you are taking a step back from…

For many college students, 529 plans have emerged as one of the most effective methods of saving for higher education expenses. These plans allow contributions on behalf of a beneficiary, which are then invested so that the funds—and any investment growth—can later be withdrawn tax-free to pay for qualified educational expenses. A key limitation of…

The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the Internal Revenue Code. Some of the most notable TCJA changes include the increased lifetime estate and gift tax exemption which almost doubled the previous levels, a reduction to individual and business income tax rates, and significant increases to the standard deduction….

Self-employed Americans have a path forward to a solid retirement by investing in a solo 401(k) plan.

In 2006, when Congress launched the Roth 401(k), it was a kind of hodgepodge of the Roth IRA and traditional 401(k). Ever since, regulators have been ironing out the kinks.