In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices…
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Unused 529 Plan Funds: 5 Spending Options to Consider
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes,…
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Your Traditional 401(k) Year-End Review Checklist
A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will…
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Everything You Need to Know About 529 Plan Withdrawals
529 plans can be used in every state to pay for education expenses at private K-12 and secondary education institutions…
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