The SECURE 2.0 Act of 2022 Affects IRA, Charitable, and College Planning
A handful of critical provisions will affect our clients now or in the near future.
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A handful of critical provisions will affect our clients now or in the near future.
College tuition has historically increased a whopping 6% annually, which makes investing early for college so important. 529 plans are an excellent, tax-free way to
This major tax reform will benefit corporations and the mega-wealthy beginning in 2018. For many individuals, the new law will add complexity. Many of the new provisions expire after December 31, 2025, at which time tax rules revert back to 2017 law. We’ve compiled a list of the provisions that will likely affect our individual clients. Stay tuned for new tax strategies that will emerge from these rules.
Clients came to me for advice about saving for their children’s college education. They didn’t know why their prior advisor recommended they set up an
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