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Retirement Planning

Gifts to Grandchildren: 529 Accounts

This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). ...

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Elderlaw 101

New Law Makes Big Changes to Retirement Plans

A spending bill signed into law by the President contains major changes to retirement plans. The bipartisan legislation is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. ...

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