Browsing Tag
529 Plan
17 posts
COVID-19 Having Bigger Impact on Smaller 401ks
According to new data from Ascensus, small business 401k plans with 25 or fewer participants appear to have…
3 Tips to Make the Most of an Atypical ‘529 Day’
It’s the 29th day of the fifth month of the year—which makes it “529 Day,” or more formally,…
SECURE Act Subject of New CFP Exam Prep Resource
Changes as a result of the SECURE Act are being incorporated into the July CFP certification exam (which…
SECURE Act Allows 529 Plans to Repay (Some) Student Loan Debt
One reason many people can’t contribute as much as they’d like—or should—to their 401k is they have competing…
How Behavioral Finance Will Impact This Swing State’s Retirement Savings
If you are looking for examples of behavioral finance at the state level, look no further than the…
Ted Cruz Blocks SECURE Act
After the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in the House on May…
National 529 Day: States Aim to Boost Awareness
It’s May 29, which means it’s “529 Day,” or more formally, National 529 College Savings Plan Day—a new…