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.
Source: lifehacker.com
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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
Source: iheart.com
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.
Source: lifehacker.com
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.
Source: scrippsnews.com
Holiday Gifts That Keep on Giving
By Steve Rosen From Tribune Content Agency Toys, of course, are a shopping must. But consider some gifts ...
Source: theepochtimes.com