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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Financial Planning ArticlesThe first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision allows student loan payments made by…
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option -- Read More
How Are 401(k) Plan Participants Investing Their Money?
Financial Planning ArticlesSince the late 1990s, plans have evolved substantially, and most participants can now choose from a diverse variety of investments.
How Are 401(k) Plan Participants Investing Their Money? -- Read More
Building Financial Resilience
Financial Planning ArticlesInflation, roller-coaster markets, global events, and life circumstances can test anyone's fortitude
International Investing: Opportunity Overseas?
Financial Planning ArticlesFor the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large part to the stronger U.S. recovery after the Great Recession.