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What Is The New Rule for 529 Plans In 2024?

Parents can now convert their child’s favorite college savings tool into a retirement savings tool. The question many people are asking is “How do you do it?” ....

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Employers Can Now Match Student Loans With Retirement Contributions

The SECURE 2.0 Act now allows employers to match student loan payments as retirement contributions. ....

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How A 529 Plan Can Help Create Generational Wealth

With new rules, families enjoy more flexibility with how they can use 529 plan dollars - including for Roth IRA rollovers. ....

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IRS Announces Retirement Contribution Limits Will Increase In 2024

The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2024 has increased to $23,000, up from $22,500 for 2023. ....

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How to Pay Down Debt While Your Employer Saves For Your Retirement

Thanks to a new piece of legislation, those with student loan debt no longer have to choose between "paying down debt" and "saving for retirement." ....

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