Tag: SECURE 2.0

529 Plan or Roth IRA? A Smarter Education Funding Strategy

Written by Chris Robinson on August 4, 2026. Posted in Ed Slott's IRA Corner, IRA.

New Rules on Education Funding Every Family Should Understand Back-to-school season has a way of sharpening our focus. Maybe...

529 plan, 529 to Roth IRA rollover, back-to-school financial planning, college savings, education planning, education savings strategies, FAFSA planning, fee-only financial advisor, financial advisor Argyle Texas, retirement and education planning, roth ira, SECURE 2.0

The Hidden Retirement Giving Strategy That Can Cut Taxes This Christmas: Qualified Charitable Distributions 2025

Written by Chris Robinson on November 3, 2025. Posted in Tax.

How to Give Smarter This Holiday Season: The IRA Strategy Every Retiree Should Know As we enter the holiday season, generosity...

charitable giving, ira charitable giving, QCD 2025, qualified charitable distribution, retirement planning, RMD strategies, SECURE 2.0, tax-efficient giving

The Hidden Retirement Giving Strategy That Can Cut Taxes This Christmas: Qualified Charitable Distributions 2025

Written by Chris Robinson on October 21, 2025. Posted in Ed Slott's IRA Corner, Tax.

How to Give Smarter This Holiday Season: The IRA Strategy Every Retiree Should Know As we enter the holiday season, generosity...

charitable giving, ira charitable giving, QCD 2025, qualified charitable distribution, retirement planning, RMD strategies, SECURE 2.0, tax-efficient giving

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