Retirement

The tax-free quality of money in a 529 tuition savings plan can be continued, even after the education spending need has passed, thanks to a provision in the SECURE Act 2.0. But the rules aren’t simple or straight forward. The hurdles in the law mean the rollover isn’t available to many who would like to

With the dawn of another election year, even a cursory glance at the headlines serves as a reminder of how volatile and divisive U.S. politics have become. Add to that a string of global crises and conflicts, and the desire to somehow escape from the chaos becomes easily understandable. As the founder of Live And

In Christianity alone, it is estimated that there are thousands—yes, thousands—of different denominations around the world. Each denomination has its own interpretation of Scripture and its optimal application. If you’ve ever been part of this world, you likely know many denominational devotees would, indeed, “die on that hill” for various individual tenets of the faith.

If you expect fabulous returns to continue, you’re likely to be disappointed. Look closely at the data and you’ll see why. By William Baldwin, Senior Contributor Emerging market stocks will beat U.S. stocks. Junk bonds will beat high-grade bonds. Inflation will be 2.5%. Prognostications from the market seers. Big financial institutions put out what they

Gift tax returns could be the most misunderstood, neglected, and overlooked part of estate planning. There are many people who know estate planning quite well but draw blanks when issues about gift tax returns are raised. The gift tax return is IRS Form 709. You can download it free from www.irs.gov. The first mistake people