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Is your child considering trade school? Tap into your 529
If your child is considering educational opportunities outside of the traditional college degree, you may be able to use tax-free distributions from your 529 account to pay for your student’s qualified educational expenses.
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Managing your money in your 30s—how to plan for today and tomorrow
As you reach your 30s, managing your money gets more complicated, while priorities may begin shifting from student loans and rent to a mortgage and saving for retirement. Here are two views and timely tips that can help make things easier.
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What’s a safe harbor 401(k) plan?
Does your traditional 401(k) plan have trouble passing the nondiscrimination tests? Want a retirement plan that’s easier to administer? A safe harbor 401(k) plan could be the answer. Learn why.
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Why financial advisor diversity makes good business sense
Fresh perspectives, new markets, and succession plans. Learn how diversity and inclusion in the workplace can help your practice grow and thrive for years to come.
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Four tips to help your financial recovery from COVID-19
The pandemic has caused more than its fair share of hardworking Americans to be furloughed, laid off, work fewer hours, or take a cut in salary. If you were affected financially by COVID-19, try following these tips for a financial recovery.
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Two questions to answer when evaluating your Taft-Hartley retirement plan expenses
Taft-Hartley plan sponsors should understand the importance of evaluating how retirement plan expenses are paid.
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Opportunities from a retiring population of financial services professionals
Over 35% of financial professionals are planning to retire within the next 10 years, and more than a quarter of them don’t have a clear succession plan. We’ll show you how to turn the risk into an opportunity by grooming rookie advisors and creating an attractive workplace for young talent.
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What’s an HSA?
A health savings account—an HSA—is a tax-advantaged account that you can use to pay for qualified medical expenses that a high-deductible health plan doesn’t cover. We’ve put together a few things you need to know as you decide whether an HSA is right for you.
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How to split Roth and traditional 401(k) automatic enrollment for tax diversification
Are you making the most of automatic enrollment? Learn how this plan design can help participants minimize their tax liabilities in retirement.
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Don’t let emotional biases drive your finances off course
You may not be aware of your biases, but they could be affecting your behavior and your finances, including your retirement plan. In fact, a combination of time constraints, lack of knowledge and energy, and the influence of emotions can lead people to make irrational and less-than-ideal investment decisions.
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