Retirement

  • 403b Withdrawal Rules

    Saving for retirement is one of the primary concerns for many people and especially those people who are nearing retirement. There are various retirement plans available today such as, the 401k retirement plan and the 403b retirement plans. Most of these plans offer excellent tax benefits and other added benefits as well. The 403b retirement…


  • Financial Coaching

    Financial coaches are different from financial planning consultants. A financial coach provides training to individuals to develop on their own the skills required to manage their money. These coaches give you the right analytical and decision-making tools to be successful in the money management field. We don’t have to always rely on financial advisers when…


  • What is an Annuity Investment

    Annuity investments, although they are quite common in the United States, most people still find themselves asking the question ‘what is an annuity investment?’ An annuity investment is a contribution that an individual makes towards a life insurance policy by a single premium. The returns of the insurance plan will be enjoyed by the insured…


  • 529 Tax Deduction

    The 529 Plan is an investment plan that allows residents of the United States to save for education costs in the future. The name of these 529 plans comes from the section 529 of the Internal Revenue Code 26. There are many benefits that the 529 plan offers to the investors. One of the primary…


  • Best 529 Plans

    A 529 plan is a savings and investment opportunity for future or higher education. A 529 plan can be used to fund one’s self or any eligible member of the family. There are many people who are looking for the best 529 plans that are available. However, there may be no ‘best 529 plans’ as…


  • 529 College Savings Plan

    The 529 college savings plan is an investment option that is available to the residents in the United States. This plan was incorporated in the United States to facilitate people with a method in which they would be able to save money for their education costs. As most people are aware, education is a very…


  • 529 Plan Rules

    Retirement plans and saving for education are some of the wisest investment options available. Education is a very costly affair, unless a scholarship is received. The 529 plan is one of the options available for saving towards education – either for self or for children. This plan is perhaps the most valuable investment plan for…