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Those who leave the workforce and are sitting on losing investments may do tax-loss harvesting, or they may donate their winning holdings to a charity to avoid the capital gains tax
December 20
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Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.
March 24
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Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.
March 24 -
The robo-adviser announced this week a partnership with the state of Nevada and Ascensus to offer its own 529 plan.
June 2
