SmartMoney

529 Lesson Plan: High Scores for 529 Plans Looking for a tax-advantaged college savings vehicle that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition?

Saving for Your Retirement When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you know what kind of benefits you can expect? These are all factors you will need to consider when you determine how much you'll...

Deciding When to Retire: When Timing Becomes Critical Consider many factors that may affect the timing of your retirement.

Retirement Plans for Small Businesses Retirement plans offer many advantages for small businesses.

Midyear Checkup: Can You Contribute More to Your Retirement Plan? This may be a good time to make sure you are on track to meet your annual contribution goal.

What Is Value Investing? Value investing was defined more than 75 years ago, but it's still a fundamental concept to pursue investment goals.

U.S. Department of Labor Proposes Rule for Alternative Assets in 401(k) Plans The Labor Department has proposed a rule that offers some relief for employers considering alternative assets.

Locked Out? How to Break Into Today's Housing Market For many young people today, the prospect of buying a home can seem out of reach.

What Are the Tax Implications of a Spouse's Death? Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.

Death of a Family Member Checklist Here is a list of tasks that may need to be completed upon the death of a family member.