Blog

The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we're thankful for now that we're in the second to last month of the year.

As a parent, you of course want to give your child the best opportunity for success, and for many, attending the "right"; university or college is that opportunity. Unfortunately, being accepted to the college of one's choice may not be as easy as it once was. Additionally, the earlier you consider how you expect to pay for college costs, the better.

The SECURE 2.0 Act, passed as part of an omnibus spending bill in December 2022, added new exceptions to the 10% federal income tax penalty for early withdrawals from tax-advantaged retirement accounts. The Act also expanded an existing exception that applies specifically to employer plans.