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Education Planning
Saving for college with multiple children: New considerations
Parents have new choices because of a recently enacted rule that will soon allow limited rollovers of leftover funds from 529 plans to a beneficiary’s Roth IRA.
The new 529 rollover to Roth IRA
A new rule will allow rollovers from a 529 educational savings plan to a beneficiary’s Roth IRA up to a certain dollar limit. This article explains what advisers need to know.
Saving for college: The new 529-to-Roth IRA transfer rule
A provision in the SECURE 2.0 Act enables greater flexibility in saving for children’s education while also helping 529 plan beneficiaries to get a jump-start on retirement savings.
Roth IRAs vs. 529 plans, job candidate questions, and an IRS extension
Learn about Roth IRAs as a potential investment for children, questions to ask and avoid in job interviews, and recent news from the IRS and SEC in this podcast episode with transcript.
The ins and outs of Roth IRAs for children
It’s possible to fund Roth IRAs for children, and this could be a terrific financial planning move for their futures, although the strategy has limitations.
Student loan forgiveness: Advice from a CPA financial planner
Brianne C. Smith, a member of the AICPA Personal Finance Planning Executive Committee, discusses how she’s going beyond the headlines to help her clients maximize their savings.
Planning for education expenses amid change
A Q&A addresses student loans, saving for college, and making plans in a changing environment.
Look before you leap into a 529 plan
Circumspection is called for in funding students’ higher education.
Options for clients with student loans during the pandemic
Here’s a rundown of the relief the CARES Act offers for student loan borrowers, who is eligible for it and what clients can do if they’re not covered by the CARES Act or if they’ve become unemployed or had their hours reduced.
Maximizing the higher education tax credits
A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.
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Smart Strategies in Data Security and Risk Management
In an increasingly digital profession, data security has become one of the most critical challenges facing finance and accounting professionals today. Stay up to date with practical guidance to help you mitigate these risks and strengthen your security posture.