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PlanDynamic ➤ Fee-Only CFP®
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
 
 

Insights.

 
 
 
 
 
 
 
 
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Update: Changes to 2024 Catch Up 401(k) Contributions
Retirement Planning, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 10/3/23 Retirement Planning, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 10/3/23

Update: Changes to 2024 Catch Up 401(k) Contributions

IRS steps in and delays an important aspect of Secure Act 2.0 passed by Congress last December.

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Secure Act 2: Electric Boogaloo?
Your $ Your Independence, Work Benefits, Tax Planning, Retirement Planning, Retirement, Investing, Debt Management Glenn Brown 2/2/23 Your $ Your Independence, Work Benefits, Tax Planning, Retirement Planning, Retirement, Investing, Debt Management Glenn Brown 2/2/23

Secure Act 2: Electric Boogaloo?

Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.

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945 Concord Street
Framingham, MA 01701
508.834.7733

ABOUT

PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary. A personal Certified Financial Planner™ leverages interactive technology and dynamically managed portfolios to help clients with planning and investing, so they can balance kids, aging parents and financial independence. 

Founder Glenn Brown is a member of:

 
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