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  2. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    Capital Group Companies, Inc. Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia ...

  3. AllianceBernstein - Wikipedia

    en.wikipedia.org/wiki/AllianceBernstein

    AllianceBernstein Holding L.P. (AB) is a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors . AllianceBernstein's headquarters are located in Nashville, Tennessee; the firm also has locations throughout the world. It has approximately US$ 725 billion ...

  4. 529 plan vs. Roth IRA: Here’s how families can use ... - AOL

    www.aol.com/finance/529-plan-vs-roth-ira...

    While the maximum contribution in each state’s plan may differ, any contributions over the maximum gift tax exclusion – $18,000 for 2024 – could make you liable for gift taxes. In contrast ...

  5. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    529 plans are named after section 529 of the Internal Revenue Code — 26 U.S.C. § 529. While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for ...

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  7. Betterment (company) - Wikipedia

    en.wikipedia.org/wiki/Betterment_(company)

    Betterment is an American financial advisory company which provides digital investment, retirement and cash management services. [2] The company is based in New York City, registered with the Securities and Exchange Commission, [3] and a member of the Financial Industry Regulatory Authority. It is a registered investment advisor and broker-dealer.

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