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Can You Pick the Next Winner?

This slide, known as the “Quilt Slide,” looks at the up-and-down year-to-year returns of various asset classes over the past 25 years.


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Can You Turn a 529 into a Roth IRA?

Would you like to fund a 529 plan for your child or grandchild and don't want them to incur penalties when withdrawing the unused funds? If so, this article explains what you need to know about transf


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