Karly Holland, CFP®, CTS™ September 15, 2024 Financial Planning Understanding Non-Qualified Deferred Compensation Plans: Benefits and Risks Karly Holland, CFP®, CTS™ September 15, 2024 Financial Planning Have a non-qualified deferred compensation (NQDC) plan? Here are advantages and risks of participating in it.
Ara Abrahamian, CRPC® May 15, 2024 Investment Management How to Roll Over a 529 Plan to a Roth IRA Ara Abrahamian, CRPC® May 15, 2024 Investment Management SECURE 2.0 increased the flexibility of 529 plans by allowing you to roll over unused funds to a Roth IRA. Here’s what you need to know about the process.
Karly Holland, CFP®, CTS™ November 15, 2023 Financial Planning 8 Reasons Why Your Paycheck Pay Stub Is Important Karly Holland, CFP®, CTS™ November 15, 2023 Financial Planning Here are eight reasons why you want to keep track of what your pay stub reports.
Karly Holland, CFP®, CTS™ September 3, 2020 Retirement Planning Your Retirement Encore Career: What You Need to Know Karly Holland, CFP®, CTS™ September 3, 2020 Retirement Planning Trying to decide whether you want—or need—to work in retirement? Here are pros and cons of an encore career, as well as tips to get started.
