The Modern Investor
Written by Human Advisors, for Human Investors
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- Annual Letters 1
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- Retirement Plans & Planning 15
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- Tax Planning 14
When Does 13,000 = 1,000,000?
529-to-Roth conversion introduces some new planning concepts for new parents and grandparents. And no just for education. We explain how an early 529 contribution of $13,000 could grow to be worth over $1,000,000 in tax-free money for the child.