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Tag: IRS Rules 2026

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2026 529 to Roth IRA Transfer Rules: New IRS Limits and Rollover Guide
Money

2026 529 to Roth IRA Transfer Rules: New IRS Limits and Rollover Guide

by Alex MorganJuly 29, 2026July 29, 2026

Navigating the 2026 Landscape for Leftover 529 Funds For decades, the biggest fear for parents saving for college was the 'overfunding trap.' If your child received a scholarship or chose a less expensive school, any…

New 2026 401(k) Catch-Up Rules: How to Maximize Your Retirement Savings
Money

New 2026 401(k) Catch-Up Rules: How to Maximize Your Retirement Savings

by Alex MorganJuly 28, 2026July 28, 2026

Saving for retirement in 2026 has become both more rewarding and more complex. Following the latest IRS guidance issued on July 27, 2026, American workers over the age of 50 now have unprecedented opportunities to…

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