by Enlighten 567 | Feb 14, 2024 | Financial Literacy, Retirement Planning
Navigating the complex realm of taxation isn’t always straightforward, but there are subtle cues and valuable insights that can shed light on whether you’re paying more in taxes than necessary. In a recent in-depth article from Investopedia, the issue of...
by Enlighten 567 | Feb 8, 2024 | Retirement Planning
For many people, retirement is the ideal time to explore the world. With no time card to punch, you can travel where you want for as long as you want — and as long as your budget allows. Best of all, you may be able to skip the crowds and score some impressive deals...
by Enlighten 567 | Jan 31, 2024 | Estate Planning, Retirement Planning
More retirees planning their legacy are considering Roth Individual Retirement Accounts (Roth IRA) conversions as part of their strategy. A Roth IRA conversion involves moving assets from other retirement plans into a Roth IRA, allowing earnings to grow tax-free and...
by Enlighten 567 | Jan 29, 2024 | Retirement Planning
In 2022, 529 plans saw a decline in overall investments, reaching $411 billion (1). Research suggests investors may question its value due to uncertainties about their children receiving scholarships or opting not to pursue college. Up until now, the funds had to be...
by Enlighten 567 | Jan 26, 2024 | Estate Planning
Generational wealth is the idea of building wealth that can last for several generations, allowing you to create a legacy for your family and provide financial security for future generations. One of the most effective ways to build this type of wealth can be through...
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