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Topic:
Wealth Management and Financial Advisors
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Check this one thing in your 401(k) right now
Brett Horowitz, a certified financial planner at Evensky & Katz in Coral Gables, Fla., told Yahoo Finance that his firm is always looking to rebalance clients’ portfolios when they deviate from target allocations — for any reason. Back in early 2020 when the markets were at all-time highs, Horowitz said they rebalanced many portfolios to…
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Avoiding tax penalties on 529 Plan funds – not all expenses are qualified
If you have accumulated a sizeable amount of funds in a 529 college savings account, how can you get these funds out without having to pay tax penalties? If you inadvertently use funds for the wrong expenses, you will end up being taxed on the earnings, as well as levied a 10% penalty on that…
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