Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
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Rollover Unused 529 Funds to a Roth IRA
The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
Estate Planning as a Family Unit
In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.