States Push Back On 529 Plan Churning With Withdrawal Limits
Some states are cracking down on 529 plan churning (simply running funds through without investing). Learn which rules might reduce your tax savings.
Robert’s latest articles
What Is CalSavers And What’s The Penalty For Businesses?
California requires most businesses to register for CalSavers or file for exemption. Here’s what to know before the deadline.
Why More Investors Are Choosing eToro To Trade Stocks & Crypto
eToro is becoming a popular platform to trade stocks and cryptocurrency because of their tools like CopyTrader.
AXOS ONE® Savings And Checking Bundle Launch
Axos Bank recently launched the AXOS ONE® Savings And Checking Bundle, which combines a high yield savings and interest checking account into one product.
8 Popular Alternative Investments Ideas And Examples
Want to diversify your portfolio beyond stocks, bonds, and cash? These are 8 of the most popular alternative investments available today.
How To Use A Roth IRA To Save For College
Did you know that you can use a Roth IRA to save for college, but there are pros and cons that you need to be aware of.
Why Student Loan Borrowers Are Losing 100+ Credit Points
Borrowers are seeing credit scores drop due to student loan delinquencies. Find out why and what to do next.
What Student Loan Borrowers Need To Do Right Now
Student loan borrowers regain access to IBR, PAYE, and ICR, but loan forgiveness progress and processing still on hold.
Trump Wants Student Loans Handled By The SBA
Trump says he wants SBA to manage student loans. No order has been signed, and legal experts warn the move may breach existing borrower contracts.
Senate Overturns CFPB’s $5 Overdraft Fee Rule
The Senate voted to repeal the CFPB’s $5 overdraft cap. Here’s what it means for bank customers.
Should You Leave The SAVE Repayment Plan Right Now?
Nearing PSLF eligibility? Learn why switching from the SAVE plan could benefit you and help you achieve loan forgiveness sooner.