InvestingSaving for KidsThe 529 to Roth IRA Rollover | What Parents Should Know22 Feb at 12:03 pm0Here’s how parents can use the 529 to Roth IRA rollover to their family’s advantage. Beginning in 2024, you can…
InvestingSaving for KidsOverfunded 529 Plan? These Are Tax-Efficient Solutions.17 Feb at 1:00 am2 CommentsHere are some tax-efficient solutions if you’ve overfunded a 529 plan. 529 college savings plans are investment accounts designed to…
Saving for KidsUTMA vs. 529: Comparing Children’s Investment Accounts21 Jan at 7:41 pm0This article compares UTMA vs. 529 accounts. Picking the right type of children’s investment account can be just as important…
InvestingSaving for KidsPA 529 Plan Investment Strategies & Avoidable Pitfalls15 Dec 20221 CommentHow are other families investing in the PA 529 Plan? This article outlines their behavior, including two intriguing strategies &…
Saving for KidsPennsylvania 529 Plan Review7 Dec 20221 CommentAfter reading this independent review of the Pennsylvania 529 Plan, you’ll know: What makes the PA 529 Plan a great…
Saving for Kids8 Key Financial Steps for Baby’s 1st Year29 Sep 20222 CommentsYou already know how impactful your baby’s first year is. With their whole life ahead of them, seemingly small actions…
Saving for KidsThe Ultimate Financial Checklist for Pregnancy22 Sep 20223 CommentsYou’re having a baby! 🤗 Financially, now what? 😬 If your nesting process resembles mine, you’re a pregnant version of…
InvestingSaving for KidsInvest for Retirement or My Kid’s College Tuition? How to Do Both.3 Aug 20226 CommentsMillennial parents are faced with quite the conundrum. Do we save for our children’s education or invest for our own…
InvestingMinimize TaxesSaving for Kids3 Roth IRA Strategies to Grow Your Family’s Wealth16 Jul 20222 CommentsIf you don’t have a Roth IRA yet, never fear. This post is for you. Let’s start with a trip…