Mandatory vs. Voluntary designations? Several of the designations involved in our industry are often associated with being a mark of distinction. Series exams, for example, are often cited as a way clients will understand the legitimacy of their advisor. And
Like many things in life, the answer here is “it’s complicated” and it’s going to depend heavily on the type of business you intend to operate. Let’s start with the good news as we unfold this potential boon to marijuana
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Types of 529 plans This is one of the largest hang-ups for savers. A history of misinformation and contamination between different types of 529s has generated several misnomers. Simply put: 529 plans are usually categorized as “prepaid tuition” or “college
The Origin on 529s The origin story of the 529 program goes back to the Michigan Education Trust (MET) in 1986. A state-run program that supported colleges saving devoid of state income taxation. 529 plans are named after Section 529
Let Bitcoin Fail Before it becomes, too big to fail also. The Federal Reserve and Treasury need to establish a better policy regarding their role and behavior when Bitcoin fails. Continued ‘bailout’ for speculative players in the market has a
