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A new surprise for U.S. savers: Turn 529s into retirement money | Hellenic Shipping News Worldwide

A new surprise for U.S. savers: Turn 529s into retirement money | Hellenic Shipping News Worldwide
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New York , United States , Santa Monica , Andrea Feirstein , Mitchell Kraus , Larry Pon , University Of California , Oxford University , New York City Based ,

A new surprise for U.S. savers: Turn 529s into retirement money

By Chris Taylor NEW YORK (Reuters) - When financial planner Larry Pon started reading about the SECURE 2.0 Act that overhauls retirement saving, he wa. ....

New York , United States , Santa Monica , Redwood Shores , Lauren Young , Andrea Feirstein , Mitchell Kraus , Chris Taylor , Richard Chang , Larry Pon , University Of California , Oxford University , New York City Based ,

A New Surprise For U.S. Savers: Turn 529s Into Retirement Money

When financial planner Larry Pon started reading about the SECURE 2.0 Act that overhauls retirement saving, he was shocked at the provision about college funds. ....

New York , United States , Santa Monica , Redwood Shores , Lauren Young , Andrea Feirstein , Mitchell Kraus , Richard Chang , Larry Pon , University Of California , Oxford University , New York City Based ,

Self-serving: How tax pros answer the DIY question

Practitioners share what they tell clients who insist on preparing their own tax returns. ....

United States , Prior Lake , Redwood City , Bruce Primeau , Larry Pon , Summit Wealth Advocates , Tax Season , Tax Preparers , Tax Returns , Client Communications ,

Building a tax preparation practice: Marketing ahead of tax season

Referrals remain a key way to find clients, particularly as more and more practitioners are retiring. ....

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