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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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College Custodial Accounts

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

February 04, 2025

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Take the No-Spend Challenge

The no-spend challenge has gone viral with Millennials and Gen Z, but it could work for anyone who wants to take control of their money. Consider trying it for 30 days.

January 22, 2025

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Storing Estate Documents

Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.

January 21, 2025

College and education

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College Custodial Accounts

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

February 04, 2025

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Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

October 09, 2024

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Coverdell Savings Accounts

Coverdell Education Savings Accounts (ESA) can provide more flexible investing options compared to 529 college savings plans.

September 26, 2024

Estate planning

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Storing Estate Documents

Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.

January 21, 2025

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Small Business Reporting Rules

What small-business owners need to know about the new Corporate Transparency Act.

December 13, 2024

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Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

December 06, 2024

Saving for retirement

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IRA Contribution Rules

What's the maximum IRA contribution? Are IRA contributions tax deductible? What if you contribute too much? Get answers to these questions and others before you open an account.

January 07, 2025

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Is an IRA Right for You?

IRAs can help you build wealth for retirement and potentially get tax breaks, either up front or in the future. 

December 19, 2024

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What Is an IRA?

Looking for a tax-smart way to save for your future? Find out what an IRA is, what it offers, and how the three main types differ.

December 17, 2024

In retirement

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High Incomes and Medicare

Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

January 17, 2025

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Retirement Health Care Costs

Four tips for managing health care costs in retirement.

December 11, 2024

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Inherited IRA RMDs

The IRS has waived RMD requirements from inherited IRAs for 2024. Here's how to decide whether you should take or skip the withdrawal.

November 15, 2024

Tax planning

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The Saver's Tax Credit

If you contribute to an IRA, 401(k), or other retirement plan, you may qualify for the Saver's Credit. Learn more about how the Saver's Tax Credit works.

January 31, 2025

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High Incomes and Medicare

Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and help minimize the impact.

January 17, 2025

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Deductible Investment Expenses

The IRS allows various tax deductions for expenses related to producing taxable investment income. Do yours qualify?

January 15, 2025

Explore more topics

Retirement IRA 401(k) Taxes Financial Planning Budgeting Education Estate Planning Health Care Wills

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.