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Understanding 529 Rollovers to a Roth IRA: How to Repurpose Unused College Funds
Dec 19, 2025 | Retirement Planning, Smart Financial Tips
The Big Picture: Why the 529-to-Roth IRA Rollover is a Game Changer For years, the major risk of saving in a 529 Plan was overfunding, saving more...
Leaving Corporate America: Deciding What’s Next for Your Life and Wealth
Dec 15, 2025 | General, Smart Financial Tips
The hardest part of success isn’t always reaching the top; it’s deciding what to do once you get there. You’ve earned the financial freedom and the...
2026 Retirement Plan Contribution Limits: Everything You Need to Know
Dec 8, 2025 | Retirement Planning, Smart Financial Tips, Tax Planning
The Internal Revenue Service (IRS) officially issued these 2026 Cost-of-Living Adjustments (COLA) on November 13, 2025. You can view the full...
Four Charitable Giving Strategies to Help Build Family Legacy Planning into Your Holiday Traditions
Dec 5, 2025 | General, Smart Financial Tips
Imagine fireside chats not just about Aunt Mildred's perfect gift, but about causes close to your hearts. What sparks your family's philanthropic...
New 2026 401k and IRA Contribution Limits: What You Should Know
Dec 3, 2025 | Retirement Planning, Smart Financial Tips, Tax Planning
How to Save on Taxes in 2026? If you are eager to boost your retirement savings and possibly reduce your tax bill, there is good news for 2026!...
5 Hidden “Tax Traps” for High Income Earners
Nov 25, 2025 | General, Investing
When you're earning several hundred thousand dollars, taxes hit differently. Federal marginal rates climb to 37%, then you add state taxes, and...
Looking Back at 2025: How Strong Markets Remind Us Why a Disciplined Investment Philosophy Matters
Nov 14, 2025 | General, Investing
The past three years have been remarkably strong. I've had more than a few conversations with clients who've opened their quarterly statements with...
Year-End Financial Moves for the Small Business Owner
Nov 3, 2025 | General, Smart Financial Tips
If you're a doctor, lawyer, consultant, or other professional running your own practice, you're likely spending the final months of the year focused...
2025 End-of-Year Tax Planning: 4 Essential Strategies to Reduce Your Tax Burden Now
Oct 29, 2025 | Smart Financial Tips, Tax Planning
As the 2025 calendar year winds down, it's easy to lose focus on financial housekeeping, but the final weeks are a critical window for reducing your...
October Is Cybersecurity Awareness Month: When Scammers Exploit Your Emotions, Wealth, and Wellbeing
Oct 23, 2025 | General
The most dangerous scams today don't just target your bank account. They target your emotions. Technology has made managing our money easier than...
The material presented by Team Hewins is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Team Hewins, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Team Hewins expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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