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Starting in 2024, 529 funds that don't get used for education will be able to roll over to the beneficiary's Roth IRA, free of taxes and penalties.
A quick note to talk about what's going on with markets.
Is the world more uncertain right now than it has been in the past? A brief thought along with the latest news.
Markets gifted us with another burst of volatility and headlines are looking apocalyptic again.
Some folks might think it's time to bail on markets for the summer, but I'll tell you why that thinking is a mistake.
Some perspective on the (many) headlines floating around. Is a recession coming? What about inflation? Is a recession coming?
Some perspective on the grim situation in Ukraine and what could happen in markets.
(Need a break from it? Scroll down to the P.S.)