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Open
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2:29
🎓💼 Are you wondering about 529 to Roth IRA transfers? You can now roll over unused 529 plan funds to a Roth IRA starting in 2024. What does this mean for you? Join
Zenith Wealth Partners. . 🎓💼 Are you wondering about 529 to Roth IRA transfers? You can now roll over unused 529 plan funds to a Roth IRA starting in 2024. What does this mean for you? Join @chelsea.cfp, as she dives into this game-changing strategy! A 529 plan helps you save for education with tax benefits, but what if funds need to be ...
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Everyone talks about the benefits of starting a Roth IRA, but few show you how to do it. Check out my video for a step-by-step guide on setting up your Roth IRA 🔥 Have more questions about starting a Roth IRA? Comment “INVEST” or tag a friend to join my next beginners investing livestream on Tuesday! 🙂 Here's how to open a Roth IRA: 1. Google Vanguard, Fidelity, or Schwab 2. Click Open an Account 3. Go to dashboard → transfer → set up monthly recurring deposits 4. Buy shares of S&P funds each
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Everyone talks about the benefits of starting a Roth IRA, but few show you how to do it. Check out my video for a step-by-step guide on setting up your Roth IRA. Have more questions about it? Comment “INVEST” or tag a friend to join my next beginners investing livestream on Tuesday! 🙂 1. Open an account 2. Go to dashboard → transfer → set up monthly recurring deposits 3. Buy assets that will grow over time (SPY, IVV, VOO, FXAIX, SWPPX) 4. Watch your money grow Investing early is crucial. The so
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