Rolling over a 529 account from one plan to another is very simple, but first find out whether your state will claw back previous state income tax benefits.
Latest Blog Posts
While On International Travel, Always Transact In Local Currency
When using a credit card or debit card outside the U.S., always choose to transact in the local currency and reject the U.S. dollar amount.
Colorado Stable Value Plus 529 Plan: 2.09% Return Guaranteed In 2021
If your child is close to college age, consider Colorado’s CollegeInvest Stable Value Plus 529 Plan for the attractive yield and the principal guarantee.
ACA Health Insurance: Price To Cover Two People Versus Just One
Surprisingly it can cost more to cover just one person on ACA health insurance than covering two people.
Free Home-Based VPN for Accessing Financial Accounts During Travel
Your existing equipment may already support setting up a VPN at home, all for free. Try it before you use a third-party for VPN.
401(a) Plan Contribution Limit
A 401(a) plan allows additional contributions on top of 401(k), 403(b), and 457 plans.
Fast and Easy Rollover From Schwab 401k to Fidelity IRA
Charles Schwab and Fidelity made it really fast and easy to rollover a 401k to an IRA. The whole process completed in only two days.
When ACA Tax Credit Makes Your Premium Nearly Double Or Go To Zero
When you receive ACA premium tax credit, the gap in the premium between the benchmark Silver plan and the plan you choose can make a big difference.
Learn More About Taxes: Online Courses, Classroom, Books
Whichever learning style suits you, learning more about taxes will help you save money in the long run.
Effectiveness of “Borrow 30-Year and Invest The Difference”
A 30-year loan has lower monthly payments than a 15-year loan. See why investing the difference in monthly payments doesn’t pay off for a long time.