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Making It Make Sense: The Roth 5-Year Rule

The Roth five-year rule states that a distribution from a Roth IRA or Roth 401(k) is tax and penalty free only if the account has been held for five years and a qualifying event has occurred.

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Index Funds: Traditional and Not-So-Traditional

Index funds accounted for more than half of long-term fund assets in 2025. These funds attempt to track the performance of a market index by holding all or a representative sample of the securities in the index.

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How can I save for my child’s college education?

This is a very broad question that’s difficult to answer without knowing your individual situation.

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Top Reasons to Own Life Insurance

Although life insurance has traditionally been seen as a way to help replace household income after the death of a breadwinner, that’s not the only purpose it serves.

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Moving to Another State? Consider These Tax Moves

Relocating to a new state can be exciting. You may have decided that you needed a warmer climate, lower housing costs, closer proximity to family, or better job opportunities. But moving to a new state may have tax consequences that can follow you long after you settle in.

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