The Market Isn’t Going to Save You From Saving Too Little by James Mackintosh of the WSJ

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  • The Market Isn’t Going to Save You From Saving Too Little

Looking at the long run performance of markets probably overstates what you can expect to earn in the future

Savvy Ways to Take Withdrawals from College Accounts By Chana Schoenberger of the Wall Street Journal

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Savvy Ways to Take Withdrawals from College Accounts

How not to run afoul of the rules when using tax-advantaged accounts

When it’s time for making withdrawals to pay for college, a 529 plan or Coverdell account works

Chana R. Schoenberger of the Wall Street Journal

Jan. 7, 2018 10:14 p.m. ET

We again asked experts to help address readers’ questions […]

Does The Average American Have a 401(k)? by Maurie Backman

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There’s a reason 401(k) plans are a popular choice for those looking to set aside money for the future. Not only are contributions traditionally tax-free, but because they’re deducted directly from earnings, the process of funding a 401(k) is as seamless as can be. That’s why it’s surprising to learn that the average American does not, […]

When Do You Need WheelerFrost Private Trust Services

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College Savings Plan Options

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Examines the benefits of tax-deferral & tax-free withdrawals for higher education. Also addresses who can contribute and how much.

For more information or to request a speaker, please contact us at events@wfawealthmangers.com or call 619-491-0225.

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