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529

Lesser Known Provisions of the SECURE Act

Submitted by Alloy Silverstein Financial Services, Inc. on March 10th, 2020

What younger investors need to know.

 

The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2

 

Tags:
  • 529
  • annuities
  • SECURE Act
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All About 529 Plans

Submitted by Alloy Silverstein Financial Services, Inc. on May 6th, 2019

For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments and your never-ending car lease, a hungry mouth appears with countless sleepless nights and a hefty price tag attached. But diapers, baby formula, and stuffed toys aren’t the only financial burdens parents should worry about.

Tags:
  • 529
  • education planning
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529 Plans and More: Saving for Your Child's School

Submitted by Alloy Silverstein Financial Services, Inc. on June 6th, 2018

School may be winding down for summer, but it's not too early to start planning for your children's higher education expenses.

 

Tags:
  • 529
  • education planning
  • Read more

A New Day for 529 Plans

Submitted by Alloy Silverstein Financial Services, Inc. on February 7th, 2018

Federal tax reforms lead to new possibilities for these education savings accounts. 

 

Tags:
  • 529
  • education planning
  • tax reform
  • Read more

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