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Understanding Trump Accounts
A Trump Account is a tax-advantaged investment account designed to help a child build long-term savings. It works like a traditional IRA for a child, and special rules apply while the child is under age 18. These accounts were created under IRC §530A. This article is meant to help readers understand how Trump Accounts work and…
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Thrift Savings Plan Options When Leaving the Military
Leaving the military brings up many questions, including what to do with your Thrift...
Estate Planning Basics
Estate planning is for everyone, not just for the wealthy or the retired. Everyone will...
Ensuring Financial Security for a Child With Special Needs
Parents and caregivers of children and dependents with special needs understand that...
What Does Executing an Estate Entail?
Closing an estate is no small task. As an estate administrator, you are charged with...
Retirement Made Easy: Risk Management Strategies
When it comes to saving for retirement, experts recommend saving between 70 and 85% of...
Annuities: The Unsung Heroes of Retirement Planning
There are many ways to grow your savings when it comes to retirement planning. A...