Investing
529 College Savings Plans
Do you have leftover funds in a 529 plan account? Education savings plans are excellent tools for tax-advantaged savings for college. Previously, withdrawals from a
Do you have leftover funds in a 529 plan account? Education savings plans are excellent tools for tax-advantaged savings for college. Previously, withdrawals from a
We love seeing the pictures of all the college students moving into their dorms and apartments, and we love the bustle of activity. As these
You probably remember hearing about the SECURE Â (Setting Every Community Up for Retirement Enhancement) Act that was passed in December 2019 and became a law
Gainesville Office
Phone: 352-221-9300
2631 NW 41st Street
Suite E-2
Gainesville, FL 32606
Jacksonville Office
Phone: 904-476-7758
4651 Salisbury Road
Suite 130-A
Jacksonville, FL 32256
Roswell Office
Phone: 470-443-1808
599 W Crossville Road
Suite 107
Roswell, GA 30075