Key Takeaways Selling stock can help cover short-term cash needs but also carries tax implications Capital gains taxes may apply to any stock sales, depending on […]
Key Takeaways Control how your assets will be distributed Name primary and secondary beneficiaries for your retirement accounts Understand that beneficiary forms supersede heirs named in […]
Key Takeaways Follow an estate planning guide to help ensure you don’t forget any important parts of the planning process Consider these 5 tips to help […]
Key Takeaways Learn five tips to build a financial roadmap that strives to help guard and grow your assets for the future Set your financial goals, […]
Key Takeaways Having a conversation about financial scams with the elderly can help protect them from becoming victims of financial fraud Learn about the common financial […]
Key Takeaways Learn how the SMART approach—making goals that are specific, measurable, attainable, relevant, and time-based—can help keep you on track Remember to review your life […]
Key Takeaways A 529 plan allows tax-advantaged savings for college There are differences between a 529 plan and a Coverdell ESA You can transfer 529 plan […]
Key Takeaways Consider these four tips to help make saving for college easier Starting to save early on in a child’s life can be a great […]
Key Takeaways 529 plan funds can grow federally tax-free when used for qualified expenses The SECURE Act of 2019 expanded the list of qualified expenses, including […]
Key Takeaways The 1040-SR doesn’t have an income limit, as on the old 1040-EZ You must be 65 or older to use the new form Form […]