Latest articles by Michael Aloi, CFP®
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College 529 Savings Plans: What You Need to Know
529 Plans Do you know how much you’re able to contribute or what the funds could be used to pay for? Check out the nitty-gritty details of this formidable college savings tool.
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College 529 Savings Plans: How to Get the Most Out of Them
Go to the head of the class with one adviser’s tips, such as how to choose the plan that works best for you and when to get started.
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3 IRA Mistakes That Are Potentially Costly, Yet Simple to Avoid
IRAs are great savings tools, but they do come with some rules that trip up a lot of people. If you don’t want to stumble, read this.
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How to Plan for an Early Retirement
retirement planning Hint: It’s a little different than the usual retirement planning. When you want to retire early, there are a few extra considerations you need to think through.
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Got Company Stock in Your 401(k)? You Should Know about NUD.
401(k)s You may have heard about the tax strategy called Net Unrealized Appreciation, but there’s another lesser-known strategy that could be especially useful right now: Net Unrealized Depreciation.
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3 Investment Ideas for Retirees Right Now
investing Wondering what to do with your retirement nest egg? These three portfolio moves may be worth taking a look.
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3 Reasons I Like Municipal Bonds
bonds The time could be right to consider adding some munis to your portfolio. Here’s why.
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Everyone Is Talking about Roth IRA Conversions – Here’s Why
Roth IRA Conversions Two reasons to consider a Roth conversion now, plus some traps to avoid.
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Will It Be March Madness in the Stock Market?
investing Markets have been crazy. For perspectives about what may be next, turn to … basketball. Believe it or not, college basketball’s championship tournament may hold insights for investors.
