529 Plan Rollovers
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.
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Burnham’s Blueprint – 2nd Quarter
For better viewability, try this pdf. For the visually impaired, here is an audio version.
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Donor-Advised Fund (DAF)
Check out this tax-efficient vehicle for those interested in philanthropy. For better viewability, check out this pdf.
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Irrevocable Life Insurance Trust (ILIT)
Learn about this estate planning strategy! For better viewability, check out this pdf.
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Spousal Lifetime Access Trust (SLAT)
Learn about this tax-efficient vehicle for married couples! For better viewability, check out this pdf.
Read MoreBurnham’s Blueprint – 1st Quarter
We’ve reached the end of Q1, which means it’s time for our second Burnham’s Blueprint. Read below for insights on the current state of the economy and what we’re looking at over the next couple of months. If you have trouble viewing the images below, view a pdf here.
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The Long-Term Investing Playbook
Here’s a good reminder if you find yourself wondering: is now the time to stay invested? If you have trouble viewing the images below, view here.
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