Tag: Education Planning

Article
November 23, 2020
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Financial Planning for First-Time Parents

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.

Article
April 27, 2020
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2020: The Year Required Distributions Aren’t Required

Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 modifications (even if you already took money out). The rules have changed for 2020. For those who are receiving distributions from IRAs, it may be […]

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