The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...

Both a Roth IRA and a 529 Plan are valid ways to save for a college education. Each has unique benefits and limitations. Starting in 2024, unused funds in a 529 account may be converted into a Roth ...

When would a Roth IRA be a better choice than using a 529 account? Here’s what you need to know to make that decision. A 529 account is a special type of savings plan designed to help pay for ...

Simply go to your preferences page and select the ✓ box for Young and the Invested. Once you've made this update, you'll see ...

Roth strategies are not going away. But the way certain federal employees use them is changing, and the timing of your ...

Since you pay taxes upfront, Roths can give you a more accurate value of your retirement savings. Because Roths don’t have required minimum distributions, the money in the account can grow tax-free ...

For many of us, retirement may seem far away. However, if you ask people who have already retired, many of them will tell you just how fast it can creep up on you. That's why it's important to begin ...

Roth IRAs are among the best retirement accounts available because of their unique tax break. Instead of contributions being deductible like a 401(k) or traditional IRA, contributions are made after ...