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How a Custodial Brokerage Account Can Help You Invest for Your Kids' Future Now

Depositing money into a custodial brokerage account could give your child a head start. ....

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Imagine a Retirement Fund While You're in College!

The 529 Account is a savings vehicle for higher education. Historically, it had a forced distribution at age 30. But - Troy Sharpe of Oak Harvest Financial Group says the rules are changing! "With this new legislation, up to $35,000 of left-over funds inside that plan can be ....

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You Can Now Roll Over Unused 529 Funds to Your Kid's Roth IRA

Starting next year, unused funds from a 529 plan can be rolled over into a Roth IRA for your kid without penalty. ....

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In 2024, you can Roll Unused 529 Savings Into a Roth IRA

In the past, the only real option for 529 funds that weren't used for a secondary education program was to roll the money over to another beneficiary. ....

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Holiday Gifts That Keep on Giving

By Steve Rosen From Tribune Content Agency Toys, of course, are a shopping must. But consider some gifts . ....

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