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Are You on Track for College..
According to a recent Wells Fargo/Gallup Investor and Retirement Optimism Index survey, non-retired investors are busy saving to buy a home or take a major vacation,...
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Want Tax-Free Savings for a Child’s..
A Coverdell Education Savings Account (formerly known as an education IRA) is a trust account you can use to fund qualified educational expenses for designated...
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Coverdell ESA Contribution Limits
You may be able to contribute to a Coverdell ESA to finance the beneficiary's qualified education expenses. Contributions must be made in cash, and they're not...
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Go Back to School with a..
It's that time of year again; school supplies, tuition, homework and education. To help you and the children you love take advantage of a self-directed Coverdell...
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What is a Coverdell Education Savings..
(ESA) is an account created as an incentive to help parents and students save for education expenses. The total contributions for the beneficiary of a Coverdell...
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Financial Planners: Expand Your Practice Through..
Next Generation Offers Fee-Based, Independent Financial Advisors New Investment Horizons for Clients, and a New Income Stream Trusted advisors, financial planners, and...
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Retirement Plan Contribution Limits for 2024
All retirement and certain savings plans have annual contribution limits, whether they are employer-sponsored or owned by the individual. The type of retirement plan you...
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COLA and Social Security
The cost-of-living adjustment for 2024 is projected to be around 3% Given the high rate of inflation that Americans contended with last year, the cost-of-living...
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Are You Accurately Assessing Your Retirement..
The Center for Retirement Research (Boston College) reported recently that more than 25% of all U.S. households are confident that they will maintain their current...
