Roth IRA or 529 Plan? Weighing Two Ways to Fund College
By ThinkAdvisor StaffRoth IRAs provide flexibility but lack some tax benefits of 529 accounts.
September 28, 2026
In This Market, 'Do Less' Has Its Limits: Christine BenzMorningstar's personal finance director prefers a hands-off investing approach but says some adjustments may be warranted now.
September 23, 2026
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A Tax-Free Way to Fund Long-Term CareClients who don't want standalone LTC coverage might consider a "hybrid" life or annuity contract.
September 15, 2026
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Social Security Survivor Benefits: Claim Now, Switch LaterWith this strategy, a surviving spouse who hasn't yet claimed can receive income while letting their own benefit grow.
September 10, 2026
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Is a Social Security Lump Sum Right for Your Client?A big check now can come with reduced benefits later. But in certain client situations, there's no downside.
September 09, 2026
Best and Worst Retirement Plan Websites and Apps: JD Power, 2026Investors are more likely to roll assets into a plan when they are happy with the digital experience, a survey of 6,634 participants found.
September 08, 2026
6 Steps to Help 401(k) Millionaires Keep Their Nest Egg: MorningstarRetirement-account millions require careful attention for clients to maintain their wealth, a CPA explains.
August 21, 2026
With 261 Designations and Counting, How Many Are Worth It?FINRA maintains a list of the certification programs but does not regulate the entries.