The decision to invest in a 529 plan is a no-brainer if you’re married and have or will have children in college. The money you put away while your children are young can be used to pay for their education, even if they decide not to graduate. Let’s deep dive into 529 plans to Roth!…
529 Plans to Roth????
The BEST Time to Do Roth Conversions
There are many factors to consider when determining the best time to do Roth conversions. Whether you’re considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision. In this Podcast, Dave talks about……