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For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.
April 14 -
The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.
January 9 -
Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.
July 3 -
Here’s how to decide whether your client should select the traditional or Roth IRA to put away for retirement and boost their savings.
March 27