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Tax-Free Rollovers From 529 Plans to Roth Individual Retirement Accounts May Be Allowed in 2024 - Vimarsana News

Tax-Free Rollovers From 529 Plans to Roth Individual Retirement Accounts May Be Allowed in 2024

Lawmakers say new rules would rescue funds from tax penalties and promote more college savings. Others think the measure amounts to a tax break for wealthy.

Here Are 10 Ways to Avoid the Early Withdrawal Penalty for Individual Retirement Accounts - Vimarsana News

Here Are 10 Ways to Avoid the Early Withdrawal Penalty for Individual Retirement Accounts

Savers can access individual retirement account funds before 59½ without a 10% penalty in some cases. But it’s generally not a good idea to raid savings...

Major 401(k) changes will see government give some workers $1,000 - Vimarsana News

Major 401(k) changes will see government give some workers $1,000

The Retirement Security and Savings Act, which is poised to be passed before the end of the year, aims to impose automatic enrollment into retirement plans at up to 10 percent of pay.

RMD Sticker Shock? How to Ease Your Tax Burden - Vimarsana News

RMD Sticker Shock? How to Ease Your Tax Burden

A rule change eases regulations for ESG funds in 401(k) plans and why it’s likely not game over for the Microsoft-Activision Blizzard deal.

Last-Minute Charitable-Giving Strategies for 2022 - Vimarsana News

Last-Minute Charitable-Giving Strategies for 2022

Tax and IRA expert Ed Slott shares tips for earning a tax break on charitable contributions.