Transferring Funds from a 529 to a Roth IRA
July 25, 2024  | By David Lowe

A 529 account can be a great tool for saving for college. Investment growth is tax-free, and so are the withdrawals (if used for qualifying education expenses). In many parts of the country, state income tax deductions are available for…Read More

Helping Your Teenagers Build Credit
November 20, 2023  | By David Lowe

Parents often have questions about the best ways to help their kids develop wise money habits. Common questions relate to when and how to start teenagers down the path of responsible credit card use. Teens under 18 cannot open a…Read More