A 529 savings plan is a special type of account that allows after-tax funds to be used to pay for college and K-12 education expenses. As long as the funds are used to pay for qualified expenses, any earnings or […]
The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, was passed by Congress in late December 2019. This new law modifies the features of the retirement accounts that you may already have, and generally makes it easier […]
The 2019 tax filing season is now in full swing. January 31 was the deadline for tax forms like your Form W-2, Form 1099-DIV, and other statements to be issued to you, so now is the time to collect your […]