With the high cost of college, many parents begin saving with 529 college savings plans...
New Option for Unused Funds in a 529 College Savings Plan
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Keith Bateman
Can you deduct student loan interest on your tax return?
The federal student loan “pause” is coming to an end on August 31 after more than three...
3 Questions After Filing Your Tax Return
If you’ve successfully filed your 2022 tax return with the IRS, you may think you’re...
Answers to Your 2023 Tax Filing Questions
The IRS announced it opened the 2023 individual income tax filing season on January 23....
Will a 529 Plan Benefit Your Child’s Education?
If you have a child or grandchild who’s going to attend college in the future, you’ve...
What to Know About Series EE Bonds
Many people own Series E and Series EE bonds that were bought many years ago. They may...
How Participating in Your Employer’s 401(k) Plan Works
Employers offer a 401(k) plan for many reasons, including attracting and retaining...
Tax Options to Build Up a College Fund
If you’re a parent with a college-bound child, you may be concerned about a college...
Determine Your Home “Basis” Before Buying or Selling
The housing market in many parts of the country is strong this spring. If you’re buying...
Qualifying for Medical Expenses Tax Deduction
You may be able to deduct some of your medical expenses, including prescription drugs,...