Are New Look 529 Plans Worth a Second Look?

One of the biggest objections to 529 plans was the “use it or lose it” feature. However, thanks to the SECURE 2.0 Act, 529 plans are less restrictive and may be worth a second look.

Quiz: IRS Statistics

It’s a bit of an understatement to say that tax time is a busy time for the IRS. When 131 million households do the same thing at the same time, the numbers are staggering.