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  Most pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” tax-free by depositing the payment in another retirement plan...

  Asset allocation is an investment strategy that helps balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, ri...

  A Coverdell Education Savings Account—also known as an ESA—is a tax-deferred trust account designed to help pay for your child's education.  

  Your contributions are reported on IRS form 5498.  

  A 529 plan is a tax-advantaged college savings program designed to help make it easier to save for the future higher education of a beneficiary, such as ...

  A Roth IRA is a retirement savings account that allows your money to grow tax-free. In return for no up-front tax break, your money grows and grows tax f...