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This simple calculation will show if you re withholding enough taxes from your paycheck

If your tax refund or bill is bigger than expected, it could be time to adjust your paycheck withholding.

United statesSan diegoJohn loydWealth plannerFort worthJoann mayForest asset

This costly withholding mistake is always a surprise, tax pro says

Experts warn that last year's tax withholding errors could trigger an unexpected bill. Here are some of the most common issues, according to tax pros.

United statesJohn loydJoann mayForest asset managementWealth plannerFort worthPersonal financeGovernment taxation and revenuePersonal savingInternal revenue serviceNational taxesFinancial plannersFinancial advisorsFinancial planningBusiness news

New change to 529 college savings plans has so many caveats, advisor says Here s what to know – NBC10 Philadelphia

Starting in 2024, you can roll unused 529 plan funds to a Roth individual retirement account, without taxes or penalties. Here’s what to know.

United statesJim guarinoJohn loydBaker newman noyesWealth plannerFort worthPersonal finance

New change to 529 college savings plans has so many caveats, advisor says Here s what to know – NBC Connecticut

Starting in 2024, you can roll unused 529 plan funds to a Roth individual retirement account, without taxes or penalties. Here’s what to know.

United statesJim guarinoJohn loydBaker newman noyesWealth plannerFort worthPersonal finance

New change to 529 college savings plans has so many caveats, advisor says Here s what to know – NBC 6 South Florida

Starting in 2024, you can roll unused 529 plan funds to a Roth individual retirement account, without taxes or penalties. Here’s what to know.

United statesJohn loydJim guarinoBaker newman noyesWealth plannerFort worthSouth floridaPersonal finance

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