Tax-smart Options For Your Old Retirement Plan When You Change Jobs
When you change jobs you have a lot to think about. It’s easy for your 401(k) or other employer-sponsored retirement plan to get lost in the shuffle. But to keep building tax-deferred savings, it’s important to make an informed decision about your old plan. First and foremost, don’t take a lump-sum distribution from your old […]
Prepaid Tuition Vs. College Savings: Which Type Of 529 Plan Is Better?
Section 529 plans provide a tax-advantaged way to help pay for college expenses. Here are just a few of the benefits: Although contributions aren’t deductible for federal purposes, plan assets can grow tax-deferred. Some states offer tax incentives for contributing in the form of deductions or credits. The plans usually offer high contribution limits, and […]
