How do I prove that a 529 distribution request is for college expenses and not some other purpose?
All 529 plans have procedures to ensure that a withdrawal is being used for the beneficiary’s qualified education expenses. Most plans will send a check directly to the educational institution. Others may send a check to you that you can then forward to the college. Your plan administrator can tell you what procedures you must […]
The Rich Investor Club Is Getting Crowded
More US households than ever qualify as accredited investors. Asset managers are thrilled, but democratization has downsides.
The economics of the tennis v pickleball contest
Don’t hate the new players—or the new game.
The end of lumber mania
What see-saw prices for wood tell us about America’s economic future.
Are my student loan payments tax deductible?
Your student loan payments might be tax deductible!
I have two children. Should I open one 529 account for both children or a separate account for each child?
That depends on your personal preferences. From a paperwork and account fee standpoint, opening one account might make sense. However, after factoring in other considerations, opening two accounts is probably preferable.
Market Week: July 1, 2024 (Video)
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To Be A Better Investor, Act Like Rip Van Winkle
Markets will ebb and flow over the years, and historically in an upward trajectory over time. If you’re concentrating on the day-to-day movement of the market, you may drive yourself insane with worry. And when you have increased anxiety over that day-to-day movement, you may be more likely to making decisions based on your emotions, […]
America’s $38 Trillion Retirement Pool Is Nowhere Near Enough
A pension expert says millions will find they can’t afford to quit their jobs, while others may be forced out of work before their nest egg is ready.
What are catch-up contributions?
How much can I contribute to the different types of retirement plans if I am age 50 or older?
