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Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
Adela Iturregui
Mar 13, 20244 min read
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New Legislation Helps with Student Loans and Retirement Savings
When paying off student loans is hard to even consider saving for your retirement. Think again!
Adela Iturregui
Mar 5, 20242 min read
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