The Backdoor Roth For High Earners
https://www.podbean.com/media/share/pb-mcmf3-f53e14 A Roth IRA can be a great part of a college funding strategy. Its flexibility can help you prepare
Author: Mark Struthers CFP®, CFA
Fee-Only Fiduciary Planner
Roth vs. 529s – The Rumble In The Jungle
We all know that 529 Plans are one of the best ways for parents to save and invest for college. But one often overlooked account is the Roth IRA. Join Mark as he goes through the pros and cons of each account type and why the Roth should be looked at first for most families.
Minnesota’s Tax Benefit — The Credit OR Deduction Explained
https://www.podbean.com/media/share/pb-a5u9i-f318c1 We all know that the 529 Plan is a great way to save for college, but did you know
Top 10 Groan-Worthy Dad Jokes
https://www.podbean.com/media/share/pb-aud9c-f253db Let’s face it, it’s been a long fall. In fact, it’s been a long 2020! We could all use
How To Use 529 Plans In The Age of COVID With Paul Curley From ISS Market Intelligence
Paul Curley from ISS Market Intelligence will talk about the benefits of 529 Plans in general, but also how they can be used with the new COVID normal. He will answer questions like, Can a 529 Plan pay a parent rent? Can it pay for internet access at home? Is PPE a qualified expense? What can a 529 Plan do for those with K-12 kids?