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Retirement Videos 84 videos
A redemption charge is a charge applied when you redeem shares of a mutual fund in a deferred commission purchase structure.
What was the Tax Reform Act of 1986? Hit play to find out.
What are Passive Investing and Passive Investors? Passive investing and passive investors are ones who opt to ride the market out over the long ter...
Finance: What is a 529 Savings Plan? 4 Views
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What is a 529 Savings Plan? A 529 Savings plan is a tax savings plan to set aside funds for a designated beneficiary’s college education and higher education additional degrees, and as of 2017, private high school tuition. Funds can only be withdrawn and utilized for educational expenses or otherwise be subject to tax plus a 10% penalty fee.
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