Financial Planning

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Asked by Jessica
Answered by Pamela J. Horack, PRO+
CFP® in Lake Wylie, SC
Hi Jessica! Sounds like you have a great family - what a gift! As I read your question, I hear two concerns. One - I want to grow this money as much as possible. Two -...
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Asked by John
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
There is a big difference. A 529 has special tax rules, whereby if the funds are used for tuition, laptops, etc, all growth can be withdrawn income tax free. Also, in...
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Asked by Katie
Answered by Barry Bailey
Financial Adviser in Kingsport, TN
Hi Katie, Congratulations on saving enough to begin investing! You are on the right track. You probably shouldn't transfer all your savings. Keep some back as a...
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Asked by Neil
Answered by Michael Hoffman PRO+
RFC, CLU, ChFC in Grass Valley, CA
Neil, Liquidity is the key and preservation of capital. If you have some funds that you will be using for your 3rd, 4th and 5th years in school you may want to use a...
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