Understanding College Saving Options [2025]

College costs For the 2024–2025 college year, the average annual cost of attendance (known as the COA) at a four-year public college for in-state students is $29,910, the average cost at a four-year public college for out-of-state students is $49,080, and the average cost at a four-year private college is $62,990 (many private colleges cost

Understanding Health Savings Accounts [2025]

What is a health savings account (HSA)? A health savings account (HSA) is a savings vehicle established to set aside funds tax free to pay for health care expenses. HSAs, created as part of the Medicare Prescription Drug and Modernization Act of 2003, expand upon the benefits offered by Archer medical savings accounts (Archer MSAs).

Understanding 529 Savings Plans [2025]

Annuities within IRAs

What is meant by annuities within IRAs? An annuity is one of the investment options available for your IRA money, as are mutual funds and certificates of deposit. Most financial planning professionals, however, recommend against holding an annuity within an IRA. Why invest your IRA in an annuity? There are two primary reasons why you

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