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New Year Financial Changes: 2023

529k funds can be rolled over into a Roth IRA Beginning in 2024, tax and penalty-free rollovers from 529 plans to Roth IRA accounts for up to $35,000 are permitted throughout their lifetime. Roth IRA annual contribution limits apply to the rollover. The contribution limit for 2024 is scheduled to be $6,500 for those under 50. Check the IRS Newsroom for upcoming details. Electric vehicle tax credit available of up to $7,500 A new EV tax credit will offer consumers between $3,

Budgeting & Taxes

9 Black Friday Budget Tips

Three money and marriage tips for Black Friday Maintain perspective on Black Friday Avoid Black Friday scam sales Save money and time on...

Budgeting & Taxes

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