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Tag: 529 plan

  • Newsletter

Discount Tactics, 529 –> Roth Transfers & Leaky Bucket Feelings 🪣

  • January 17, 2023
  • Tagged as: 529 plan, investing, money newsletter, personal finance, roth ira, saving money

Happy Tuesday, friends! A quick fable to start the day… Two buckets lived in a village. They carried water every day from the river to the people. One bucket was old, warn, and cracked. As…

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Joel
M1 Finance
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