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Make one-time contributions to 529 plans without the IRS getting its cut. Plus, how effective planning enhances portfolio returns without the risk.
June 23
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Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.
June 20
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These college savings portfolios have adequate exposure to large-cap equities and other core assets, but aren't as good on more specialized investments compared with target-date funds.
June 1
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Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.
May 12
