How to Use 529 Plans for College Funds and Education

529 plans are an investment vehicle that allows taxpayers to save for all levels of education. Contributions are made with after-tax dollars, but accumulated earnings and qualified withdrawals are tax-free for federal taxes. If savings towards education for your child or another beneficiary is a priority to you, this type

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Shuttered Venue Operators – Apply Early for Aid

Though virtually no industry remains untouched by the pandemic’s economic impact, live venue operators are among the hardest hit – and the latest round of COVID-19 relief funding includes special provisions to help them weather the storm. Relief is coming, with the Small Business Administration (SBA) expected to begin accepting

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How to Use Volatility as a Chance to Rebalance at a Discount

Current volatility in the market can often allow emotions to interfere with investment decisions. This is the importance in establishing an investment strategy for the long term so that in difficult times it is easier to stay the course. However, these turbulent times also can reveal potential opportunities in the

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Strategies for Handling Market Volatility

If you were to only consider daily stock market performance, you would likely think that the economy is quite volatile. By contrast, when the stock market is evaluated from a broad perspective, it more clearly shows steady growth over time. There is no one size fits all approach to completely

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Leave-Sharing: Support for Employees in Crisis Time

IRS Ruling Creates Potential Win-Win for Employees Many companies have established leave-sharing plans, which allow employees to donate accrued leave time for use by others in the company.  In general, the employee who donates the time will report that paid time off (PTO) as taxable compensation on their W-2.  However,

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