How Tax Savings from a College Savings Plan Could Pay for a Year of College

The option to front-load funding makes a tax-deferred college savings plan is a great way to avoid taxes on the future growth of funds earmarked for higher-education expenses. We project that the taxes avoided over a 10-year savings horizon could pay for a full year of college.

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Preparing for the Tax Cliff Ahead: Diversifying Concentrated Positions

With US tax rates potentially rising sharply in January, now is a good time to consider taking gains on concentrated stock positions and exercising stock options.

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