Author’s Note (July 2026): We first published this article to explain a quirk of Nebraska law—that while the federal government treated private K-12 tuition as a “qualified” 529 expense, Nebraska did not. That has finally...
Editor’s Note: This article was originally written shortly after the One Big Beautiful Bill Act (OBBBA) was signed on July 4, 2025. It has been updated as of July 2026 to reflect the official IRS...
Near the end of 2022, Congress passed the SECURE Act 2.0. Its passage affected quite a few investors who have saved or are saving for retirement. One change is that retirees won’t have to start...
December of 2022, Congress passed a major spending bill, with seemingly endless changes to retirement account rules. The changes are being dubbed SECURE Act 2.0, a nod to the major changes that were passed in...
Sometimes it feels like there are way too many options to consider when saving for retirement. Sometimes you can choose between a 401(k), IRA, deferred compensation account, a nonretirement account, or others. We get lots...
As taxpayers are finalizing their taxes for 2018, many are surprised to learn that this year is unlike previous years. Their return may not be as big as they thought, or they might find they...