
Year-End Tax-Loss Harvesting
Nov 22, 2024 - 9:52
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Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes into effect. Families with excess funds in their 529 College Savings Plans will be allowed to convert those 529 Savings plan a...
The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs is an episode from Paragon Financial Partners by Paragon Financial Partners. Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes i...
This episode belongs to Paragon Financial Partners.
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Published Aug 25, 2023, 11:58 long, audio available.