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  2. 529 plan vs. Roth IRA: Here’s how families can use both to ...

    www.aol.com/finance/529-plan-vs-roth-ira...

    While the maximum contribution in each state’s plan may differ, any contributions over the maximum gift tax exclusion – $18,000 for 2024 – could make you liable for gift taxes. In contrast ...

  3. VALIC - Wikipedia

    en.wikipedia.org/wiki/VALIC

    The Variable Annuity Life Insurance Company. The Variable Annuity Life Insurance Company, or VALIC, a subsidiary of Corebridge Financial, Inc., (CRBG), is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments. VALIC's headquarters are in Houston, Texas. VALIC ranks in ...

  4. What Aspire Servicing Center student loan borrowers ... - AOL

    www.aol.com/finance/aspire-servicing-center...

    By phone: Call 800-243-7552 or 515-243-5626 to use the automated payment service. Online account: Log in using your username and password. If you’re creating an account with Aspire, you’ll ...

  5. Annuities in the United States - Wikipedia

    en.wikipedia.org/wiki/Annuities_in_the_United_States

    In the United States, an annuity is a financial product which offers tax-deferred growth and which usually offers benefits such as an income for life. Typically these are offered as structured ( insurance) products that each state approves and regulates in which case they are designed using a mortality table and mainly guaranteed by a life insurer.

  6. Transamerica Corporation - Wikipedia

    en.wikipedia.org/wiki/Transamerica_Corporation

    The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. The company has major offices located in Baltimore, Maryland; Cedar Rapids, Iowa; Denver, Colorado ...

  7. What are the benefits of contributing to a 403(b)? - AOL

    www.aol.com/finance/benefits-contributing-403-b...

    A traditional 403 (b) plan offers several advantages: Pre-tax contributions: Pre-tax contributions reduce your taxable income in the year you contribute. Tax-deferred growth: Your contributions ...

  8. Protective Life - Wikipedia

    en.wikipedia.org/wiki/Protective_Life

    www.protective.com. Protective Life Corporation is a financial service holding company in Birmingham, Alabama. [2] The company's primary subsidiary, Protective Life Insurance Company, was established in 1907 and now markets its products and services in all 50 states. As of December 31, 2022, the corporation had more than 3,700 employees, annual ...

  9. What is retirement planning? - AOL

    www.aol.com/finance/retirement-planning...

    Retirement planning is a process everyone should go through as soon as possible to make sure they’re on track to meet their goals. Work backwards from where you want to be and how you want to ...