529 college plans Archives | Beyond Bulls and Bears

Beyond Bulls & Bears

Retirement

Getting personal: Mind the benefits gap

Educating workers about workplace benefits is vital to employee retention, according to findings from Franklin Templeton’s 2024 “Voice of the American Workplace” survey. Our Jacque Reardon shares findings from the survey related to what employees want—and how employers can meet these needs to benefit both parties.

Jacquelyn Reardon | April 18, 2024

Legislation

SECURE 2.0 creates new backdoor Roth opportunity

Here’s a look at how a new legislative provision may be an opportunity to help jump-start retirement savings for children while saving for college at the same time.

Bill Cass, CFP®, CPWA® | January 16, 2024

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