Life Stage - Family

  1. Should You Convert Your IRA?

    Should You Convert Your IRA?

    Discover the factors you must weigh to make this decision.
  2. Why Your Will Should Name Designated Beneficiaries

    Why Your Will Should Name Designated Beneficiaries

    Find out how to make the tough decisions when it comes to choosing who will receive ...
  3. Don't Forget The Kids: Save For Their Education ...

    Don't Forget The Kids: Save For Their Education ...

    Retirement and education financing are the two most important planning items for ...
  4. Immediate Annuities: More Income and Lower Taxes

    Immediate Annuities: More Income and Lower Taxes

    These instruments may shed their bad rap to bring you a hefty tax break.
  5. Is Your Employer-Provided Life Insurance Coverage ...

    Is Your Employer-Provided Life Insurance Coverage ...

    Learn about the several potential problems involved with obtaining life insurance ...
  6. 529 Risks to Take (Or Not)

    529 Risks to Take (Or Not)

    Six risks to take into consideration when you're managing the 529 plan that lets ...
  1. How can I start an IRA for my child?

    The Roth IRA is hands-down the most attractive retirement plan available for people with at least 15 or more years until ...
  2. Can I contribute to both a 529 plan and a Coverdell education savings account?

    You can contribute to both, and when your child is ready to attend college, as colleges do accept payments from both. There ...
  3. What is the best way to save for private school expenses? A 529 plan, a Coverdell ...

    If the goal is to put the money in the plan towards private school expenses, then the Coverdell Education Savings Account ...
  4. What options do I have to save for my child's education?

    There are numerous options available to invest savings for a child's education: State-sponsored "529" college savings plans: ...
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