by Robert Loporto | Jul 23, 2024 | Uncategorized
529 Plans: Qualified and Nonqualified Expenses Presented by Axial Financial Group You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you...
by Robert Loporto | Jul 22, 2024 | Uncategorized
Be sure you understand the tax consequences before making the change By CATHY PARETO Updated February 09, 2024 Reviewed by DAVID KINDNESS Fact checked by JIWON MA If you are considering leaving a job and have a 401(k) plan, then you need to stay on top of the...
by Robert Loporto | Jul 17, 2024 | Uncategorized
Market Update—Week of July 15, 2024Presented by Axial Financial Group Small-cap stocks posted a major rally as potential interest rate cuts offered relief amid recent struggles. Short-term Treasuries rallied on the lower Consumer Price Index (CPI) report as investors...
by Robert Loporto | Jul 9, 2024 | Uncategorized
Market Update—Week of July 8, 2024Presented by Axial Financial Group Tesla was the story of last week; it rose more than 27 percent after second-quarter delivery estimates were better than expected. Treasuries rallied slightly after minutes from the most recent...
by Robert Loporto | Jun 4, 2024 | Uncategorized
Written by a TurboTax Expert, Reviewed by a TurboTax CPA Presented by Axial Financial Group Updated for Tax Year 2023, April 5, 2024 Where you call home isn’t just about proximity to work or the quality of local schools—it can also be about the...
by Robert Loporto | May 29, 2024 | Uncategorized
Market Update—Week of May 28, 2024Presented by Axial Financial Group Technology and communication services were the only equity sectors that were positive last week. U.S. Treasuries sold off amid concerns of persistent inflation. Quick Hits Report releases: Existing...
529 Plans: Qualified and Non Qualified ExpensesJuly 23, 2024
Must-Know Rules for Converting Your 401(k) to a Roth IRAJuly 22, 2024
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