Info Guides Archives | Burnham Harbor Private Wealth

If you have excess funds in your 529, you may be able to roll it into a Roth IRA. For better viewability, check out this pdf.

Learn more about this tool for education savings. For better viewability, check out this pdf.

Check out this estate planning tool! For better viewability, see this pdf.

Check out this tax-efficient vehicle for those interested in philanthropy. For better viewability, check out this pdf.

Learn about this estate planning strategy! For better viewability, check out this pdf.

Learn about this tax-efficient vehicle for married couples! For better viewability, check out this pdf.

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