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Gen Y Planning's title: Gen Y Planning - Financial Planning for Millennials
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Trump Accounts, also known as 530A accounts (which we’ll be calling them going forward to depoliticize them), are tax-advantaged investment accounts that can be opened for children. They officially became available on July 4, 2026.
Earnings on investments in the account are tax-deferred. On January 1 of the year the child turns 18, the account is converted to a Tradit...
What’s the best part about fall?
While your mind may instantly turn to pumpkin spice, light layers, and jewel-tone leaves, those lovely seasonal novelties won’t impact your money too much (or so we hope)!
At Gen Y Planning, the best part about fall is helping clients choose their company benefits.
You might be thinking, isn’t selecting benefits just an HR...