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Point2 Perspectives
Recent Insights
Planning
Unused 529 funds can now be rolled into the beneficiary’s Roth IRA…Point2 CapitalOctober 31, 2025
Planning
An IRA, or Individual Retirement Account, is available to anyone with earned…Point2 CapitalSeptember 11, 2025
Planning
RMDs are mandatory withdrawals from tax-deferred retirement accounts such as IRAs and…Point2 CapitalAugust 13, 2025
Planning
The recently enacted One Big Beautiful Bill Act (OBBBA), signed into law…Point2 CapitalAugust 13, 2025Schedule a ConsultationLet’s Shape Your Financial Future
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