For Investors: Education Is Key to Protection


Tapping Your 529 Plan for the First Time—Tips for Freshman Parents © Ltd

Tapping Your 529 Plan for the First Time—Tips for Freshman Parents

You've been saving for your child's higher education for a long time, and now it's time to start tapping it to pay for college costs. We all learn by doing, but when it comes to tax-advantaged savings such as a 529 College Savings Plan (where the IRS is looking over your shoulder), it's best not to make any rookie mistakes. Keep these tips in mind as you make your freshman withdrawals from your 529 savings account.

Three Resources for Senior Investors ©

Three Resources for Senior Investors

In case you missed it, Senior Citizen's Day was August 21. Designated by President Ronald Reagan in 1988, the day offers a time to pay tribute to the many contributions seniors make to their communities, and to bring awareness to issues of particular importance to America's older citizens. One of those issues is investor protection. FINRA offers three helpful resources for seniors that they can use year round.

Prepare to Invest

Start Here

Set Your Financial Goals

Know what you want to accomplish with your investments before you invest.

Products and Professionals

Start Here

Key Investing Concepts

Learn about a range of investment products and the people who sell them.

Protect Your Money

Start Here

Avoid Fraud

Learn to spot and avoid investment fraud.

Resolve a Problem

Start Here

File a Complaint

Start here if you need help.