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Tax Savings with a 529 Plan If you’re saving for college, consider a Section 529 plan. Although contributions aren’t deductible for federal purposes, earnings avoid income taxes if used for…
A worldwide selloff occurs after the United Kingdom votes to leave the European Union. Provided by Dane A. Wilson, Wealth Management Advisor A wave of anxiety hit Wall Street Friday…
Relief begins October 2017 for Public and Not-for-Profit employees burdened with student loan debt Public and not-for-profit employees have an opportunity to have their student loans forgiven in October of…
Real Estate: Flip or Exchange? There’s no shortage of television shows addressing real estate these days. Many emphasize “flipping” properties when an adequate gain is reached. But, if you’re ready…
Tax Savings This year’s stock market volatility can be unnerving, but if you have a traditional IRA, this volatility may provide a valuable opportunity: It can allow you to convert…
How many employees does your business have for Affordable Care Act purposes? It seems like a simple question: How many full-time workers does your business employ? But, when it comes…