Notable 2024 Tax Law Changes

By Bill Weihman | February 2, 2024

Each year brings adjustments to the US tax code, and this year is no exception. Some specific changes which could be helpful to you are as follows: Leftover funds in a 529 education account can now be rolled over into a Roth IRA. This reduces the concern about over-contributing to a child’s or grandchild’s 529…

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Let’s Talk About Cash

By Bill Weihman | August 31, 2023

If you haven’t compared the interest rate you’re currently earning at your bank or credit union against available alternatives, now is a good time to do so. This is especially true if you hold a meaningful balance in a savings account, as we encourage you to do. Cash reserves are the first “bucket” of money…

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