Jake Safane has nearly 15 years of journalism and marketing experience on topics ranging from local entrepreneurship to international banking. He has written for publications such as The Economist, LA ...

Qualified retirement plans offer tax benefits and must comply with IRS and ERISA rules. Contributions to these plans are pre-tax, allowing deferred taxation and tax-free growth. Many qualified plans ...

Moving money from an UGMA or UTMA account into a 529 plan can have advantages Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of ...