108 Updates found.

How to Choose a Beneficiary for Your IRA or 401(k)

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws to select the right beneficiaries.

529 Plans vs. Other College Savings Options

Section 529 plans can be a great way to save for college. In many cases, it is the best way for families and individuals to save for a student’s college expenses.

Charles Schwab & TD Ameritrade Update

In 2019 Charles Schwab and TD Ameritrade entered into an agreement for Charles Schwab to acquire TD Ameritrade. The combined company will be the largest custodian service provider for Registered Investment Advisor firms like Navalign, with over $5 Trillion in client assets across 24 million client accounts.

Third Quarter Outlook 2020: A Shockingly Swift Recovery

Despite medical, economic and social turmoil, the market rebounded in the 2nd quarter to the surprise of most investors. The recovery isn’t exactly what it seems; while the largest tech stocks posted gains, many other companies are still down double digits.