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Join date: Jan 29, 2021
Posts (13)
Sep 2, 2025 ∙ 2 min
Why 401(k)? How It Started and Why It Still Matters
Every year, on the Friday after Labor Day, we celebrate National 401(k) Day —a timely reminder to check in on your retirement savings....
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May 29, 2025 ∙ 2 min
Here are some lesser-known and creative ways to use a 529 account.
Earlier this month we outlined the basic concept and uses of a 529 savings account. We also discussed how the SECURE Act 2.0 made 529s...
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May 23, 2025 ∙ 2 min
The Secure Act 2.0 + 529 Accounts
You Can Roll Over 529 Funds to a Roth IRA Imagine repurposing those unused education funds into a retirement nest egg—yes, you heard that...
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