School of Saving and Investing
The School of Savings & Investing, presented by Meld University, conducts classes and publishes articles to help you stay abreast of the world of investing.

How The SECURE Act Changed Inherited IRA Rules
May 22, 2025School of Saving and Investing
The SECURE Act changed the rules surrounding inherited IRAs and when beneficiaries must take distributions from the account.

Early Retirement: Can You Do It?
April 22, 2025School of Saving and Investing
Early retirement allows you to pursue passions without career constraints. Answering these questions determines if it is feasible.

Preparing For Retirement Checklist
March 27, 2025School of Saving and Investing
This downloadable checklist covers the important factors you need to consider in each stage of life to prepare for retirement.

Types of Ownership for Brokerage Accounts
March 20, 2025School of Saving and Investing
You have options to define the ownership of brokerage assets, and the choice determines access to funds, taxes, and inheritance.

Traditional Vs Roth IRA
March 13, 2025School of Saving and Investing
Traditional and Roth IRAs can help you achieve retirement goals and minimize taxes while maintaining control of your funds.

401(k) Contribution Limits in 2025
November 19, 2024School of Saving and Investing
A 401(k) is an excellent way to save for retirement and you will be able to contribute even more in 2025.

IRA Contribution Limits in 2025
November 7, 2024School of Saving and Investing
The IRS recently announced tax year 2025 contribution limits for traditional and Roth IRAs as well as SIMPLE and SEP IRAs.

HSA Contribution Limits In 2025
September 26, 2024School of Saving and Investing
After an annual inflation adjustment, the amount you can contribute to a health savings account will increase for tax year 2025.

Choosing Between Roth and Traditional 401(k) Contributions
September 20, 2024School of Saving and Investing
Designated Roth accounts are a popular choice for savers with 401(k) plans, but they aren’t right for every situation.