The Winter 2024 Financial Planning Newsletter is now available. It includes an investment market update and some observations about market responses to the Fed's actions. In addition, we provide some updates on the tax consequences of student loan forgiveness and how to fund a Roth IRA from a 529. … [Read more...]
Using a 529 Plan to Fund a Roth IRA
You may have heard that you can use 529 Plan money to fund a Roth IRA. But how does it work? And why would you want to do this? College savings (529) plans are popular tools for saving for college. But the big concern is always: what if my child doesn't go to college? Will I end up paying … [Read more...]
2024 Key Financial Planning Numbers
Here's a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and FSA maximums, and social security maximum taxable earnings. As a highlight, the 401(k) limit … [Read more...]
Fall 2023 Financial Planning Newsletter
The fall 2023 financial planning newsletter is now available. We cover an update on the investment markets along with year-end planning reminders. Plus, we cover how to give to charities and your heirs most tax efficiently if you have charitable intent with your estate planning. In addition, we have … [Read more...]
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