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529 Plan Rollovers And Transfers: Pros And Cons
529 Plan Rollovers And Transfers: Pros And Cons

We break down all the benefits of 529 plan rollovers and transfers as well as a few potential downsides you'll want to watch out for.

5 years, 4 months ago

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What To Do When Your Student Loans Unpause
What To Do When Your Student Loans Unpause

The CARES Act forbearance on federal student loans is set to expire December 31, 2020. Here's what to do when student loans unpause in 2021.

5 years, 4 months ago

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HSA Rollovers | How To Do It And What To Know
HSA Rollovers | How To Do It And What To Know

Season 1

HSA Rollovers can be helpful to move an old HSA account to a new provider, but there are rules you need to follow!

5 years, 4 months ago

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Floating Rate Funds | What They Are And How They Work
Floating Rate Funds | What They Are And How They Work

Season 1

Floating rate funds are fixed-income investments that may offer better returns than traditional fixed-income funds, but are also higher-risk.

5 years, 4 months ago

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Where To Find Free Tax Preparation
Where To Find Free Tax Preparation

Season 1

Finding free tax preparation can be hard, but it's out there! Here's where you should look. 💵

5 years, 4 months ago

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How To Optimize Your Taxes When You Side Hustle
How To Optimize Your Taxes When You Side Hustle

Have a side hustle? Earning extra money can be great, but you shouldn't forget about paying your taxes. Here's how to optimize taxes when you side hu…

5 years, 4 months ago

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Understanding The California Student Borrower Bill Of Rights
Understanding The California Student Borrower Bill Of Rights

The California Student Borrower Bill of Rights provides strong protections for student loan borrowers and accountability for servicers.

5 years, 4 months ago

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How To File Your Taxes With Two or More W2s
How To File Your Taxes With Two or More W2s

Season 1

A brief summary of this episode

5 years, 4 months ago

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How To Claim The Tuition And Fees Deduction
How To Claim The Tuition And Fees Deduction

With the tuition and fees deduction, you can deduct up to $4,000 of education expenses from your taxable income. Learn how to claim it!

5 years, 4 months ago

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Statute Of Limitations On Student Loan Debt
Statute Of Limitations On Student Loan Debt

Is there a statute of limitations on student loan debt? Learn what happens to federal and private student loans after they enter default.

5 years, 4 months ago

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