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None of us can predict our future care needs, but it’s wise to consider your preferences now while you’re cognitively able to do so.
Beginning January 1, 2025, Illinois taxpayers will have a new incentive to consider when planning for charitable giving.
With the Secure Act 2.0 that passed in 2022, the world of savings has evolved to allow families a unique opportunity to transform unused 529 college savings funds into retirement contributions through a Roth IRA rollover. This “savings alchemy” lets families repurpose leftover education savings to support retirement goals, ensuring that funds saved for a child’s education can continue to grow tax-free for their future.
This month's tip is simple, proactive, and will save you a lot of stress in case of the unexpected.
