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Join date: Aug 11, 2021
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Apr 22, 2024 ∙ 2 min
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?...
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Mar 29, 2024 ∙ 3 min
Using Estate Planning to Pass on Your House to Your Children
Having a home is nothing less than a blessing, but when it's time to downsize or do estate planning, individuals often rush into gifting...
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Feb 20, 2024 ∙ 3 min
Why It's Important to Work With a Financial Advisor
Earning money is hard work. Making it work for you and realizing your financial goals is even harder. That’s because the world of...
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Matthew Delaney
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