The IRS Changes to 529 Plans

Learn about the two new tax perks for these college savings vehicles. Do you have a 529 plan account? Then you will want to know about a pair of federal tax law changes which may benefit you and your student, one involving a February 16 deadline…

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End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2015.  What has changed for you in 2015? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to […]

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Help When You Inherit an IRA

Here are some things to consider when you receive IRA assets. Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting Inherited IRAs. Ignorance can lead straight toward a tax disaster.

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