Page 8 - Secure Act News Today

Under 529 college savings plan rules, tuition obviously is an expense you can use the tax-advantaged funds to pay for. But what about other expenses?

We had a chance to talk toBryan Jones from Pension Administrators, LLC about the Secure Act 2.0 passed last December.

John Mills is a Napa registered investment adviser and certified financial planner. Catch up on his latest recommendations here.

If you’re self-employed or have other income without any tax withholding and you make quarterly estimated tax payments, then you already know that Jan. 16 marks the deadline for your final 2023 payment. But according to a survey from online tax preparation company TaxSlayer, 57% of Americans are not confident about their understanding of the tax […]

An overview of recent tax-law changes, tax planning insights and tax reminders to help position your business for financial success in the coming year.

Before you quit your job, make sure you have a plan for health insurance and your 401(k). Learn about other financial moves to make before giving notice.

The tax- and retirement-planning expert on why a series of phased conversions could make sense if higher tax rates are a possibility.

This article is reprinted by permission from NextAvenue.org. If your retirement savings plan is on autopilot, right now is the time to make a change. The…

Substantial changes in tax laws are taking effect; here are four financial steps to confirm you are secure If your retirement savings plan is on autopilot,…

Roth individual retirement account conversions have become more attractive for legacy planning, experts say. Here's what retirees and their heirs need to know.