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Q&A
Asked by John
I like rolling old 401(k)'s into one IRA,
because it's easier to manage and keep track
of. There are other reasons you may, may not
want to do this, and it's best to b...
Q&A
Asked by Martha
Hi Martha,
Thanks for the question. In order
to utilize 529 funds for higher education
purposes, the IRS does want to make sure that
you are attending school at least...
Q&A
Asked by Brady
Michael did an excellent job answering this
question. You may want to take advantage of
this change to also update your retirement
plan. Since two of the above three o...
