This newsletter edition contains the following articles of interest:

  • All Eyes on the Earnings Picture
  • Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
  • REITs, Rates, and Income
  • Saving for Retirement Health-Care Costs
  • Inflation Gauges Don't Always Paint the Same Picture
  • Financing Options to Help You Ride the Mortgage Rate Roller Coaster
  • What Real People Think About Artificial Intelligence

Download the PDF

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