Latest
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Use the 529 Grandparent Loophole To Maximize College Savings
Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.
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9 Year-End Money Moves to Make Now
Boost your retirement savings, lower your taxes and get the most out of your health insurance.
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What to Know About CD Ladders, A Flexible Way to Save
Savings One way to keep your earnings on track is to spread out your cash.
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Five FAQs About 529 College Savings Plans
Thanks to recent policy changes, families have more options for what to do with money sitting in tax-advantaged 529 accounts.
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How to Fight Inflation's Hidden Threat to Your Savings
If higher prices are putting your savings goals on hold, you're in danger of financial erosion. Fortunately, several strategies can help stop the spread.
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Most People Think They Need $1.8 Million to Retire. Do You?
Americans still believe they need $1.8M to retire comfortably, Schwab study shows.
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How Are I Bonds Taxed? Nine Common Situations
Bonds Series I bonds are a popular investment that can help you save on taxes, but the federal income tax consequences can be complex.
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Is High-Yield Savings Account Interest Taxable?
Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
Savings Accounts -
SEP IRA vs. Solo 401(k): Which Is Better?
Two retirement plans, the solo 401(k) and SEP IRAs, allow small business owners and the self-employed to save up to $69,000 annually.
