Thanks to updates in the SECURE 2.0 Act concerning retirement and education savings, 2024 brings the newfound flexibility to repurpose unused 529 funds for retirement savings—an option that wasn’t previously available. Read More >
While a 529 plan is primarily an education savings vehicle, it can be a part of a comprehensive retirement strategy for high earners when used creatively and strategically. Read More >
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. Read More >
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