In this month’s Client Line Newsletter, several pertinent topics are covered:
- A 529 college savings plan is a popular way for families to save for higher education expenses while enjoying significant tax advantages.
- You may be able to do this utilizing any unused funds in the student’s 529 Plan; the IRS now allows rollovers of these funds to a Roth IRA in the child’s name.
- Top trending travel destinations during America’s 250th anniversary year.
- Practical tips to maximize your garden’s output while minimizing costs.
- On Memorial Day weekend, dealerships clear out older inventory to make way for new models, offering rebates, low APR financing, and lease specials.
- Business exit planning.
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