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Tag: 529 plan

How To Understand The Secure Act And The Secure Act 2.0 Recent Changes

Retirement planning is a critical aspect of financial well-being, and understanding the rules and regulations governing retirement accounts is essential for making informed decisions about your future. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019, introduced significant changes to retirement planning in the United States. Fast forward to 2023, and […]

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Do you have a college savings plan?

Many new parents are opening up college savings plans for their children, even as young as newborns, because the cost of college is ever increasing. Opening a 529 plan can be a smart way to save for college. A 529 plan has numerous tax, scholarship and matching advantages. The plans vary depending on your state‚Äôs […]

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