The U.S. Military Pays College Costs

The U.S. Military Pays College Costs

High school seniors seek ways to avoid the college debt burden that has proven such a hardship for millions of their predecessors. In a recent post, we reviewed six strategies for obtaining a college education at an expense level so moderate that incurring student...
New 529 Account Rollovers to Roth IRA’s

New 529 Account Rollovers to Roth IRA’s

Congress recently passed a $1.7 trillion omnibus spending package that made substantial changes to retirement and tax rules. These have been referred to as Secure Act 2.0 because they extend the retirement provisions of the original Secure Act of 2019. One of the...