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Daily Archives: July 2, 2024

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Smart Financial Moves: Managing Children’s Earnings and Inheritance

Case Study, Family Finances, Featured, RetirementBy Editorial TeamJuly 2, 2024

This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans.

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