2012 may present an opportunity to convert a traditional IRA to a Roth IRA at a potentially lower tax cost. Learn why in this week’s Financial Tip.
If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, the arrival of a new academic year may be a good time to see how your plan stacks up against the competition. Mediocre investment returns, higher-than-average fees, limited investment options and flexibility—these are some of the things that might have you thinking you could do better with another plan. Learn more in this Financial Tip.