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Smart Savers Blog

Account Updates

Feature Article

Roth IRA Rollovers & Tax Documents

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Expecting tax documents from a rollover to a Roth IRA? Here’s what you need to know.

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5 Things to Know About the Gift Tax
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Invest529 Target Enrollment Portfolios Evolve for 2025
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Estate Planning with 529 Plans: 4 Things to Ask
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Year-End Planning 2024: Finalize Your Account
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2025-26 FAFSA Updates: What Your Family Should Know
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Can I Use My 529 Account to Rent Textbooks?
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Contributions and Withdrawals during the Holidays
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529 Plans and Your Tax Return

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Frequently Asked Questions

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Invest529 Portfolio Performance

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