December 23, 2019

The SECURE Act (Setting Every Community Up for Retirement Enhancement) was passed and signed into law by the President. The new law includes various provisions designed to make saving for retirement easier for Americans. The following are few noteworthy changes effecti...

May 26, 2016

May 29 (5/29) is 529 College Savings Day to raise awareness to the fact that saving for college is an important step families can do for their children.

A 529 Savings Plan offers considerable benefits for the participants such as tax-deferred earnings, tax-free distribu...

March 1, 2014

There are several long-term saving plans designed to help save for educational needs.   Three common college savings plans are 529 Savings Plans, Coverdell Educational Savings Accounts, and UGMA/UTMA.  

A 529 savings plan offers considerable benefits for...

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April 7, 2020

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