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Adela Iturregui
- Mar 13
- 4 min
Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
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Adela Iturregui
- Mar 5
- 2 min
New Legislation Helps with Student Loans and Retirement Savings
When paying off student loans is hard to even consider saving for your retirement. Think again!
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Adela Iturregui
- Feb 27
- 2 min
Foreign Real Property Assets: Challenges and Solutions
Owning real property outside the United States has it's challenges and rewards. Discovery how a US trust and other legal entities can help.
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Adela Iturregui
- Jan 14
- 3 min
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever. Read more…
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Adela Iturregui
- Dec 28, 2023
- 4 min
Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and...
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