The Architecture Of Wealth - Well-Balanced Wealth Building
Education:How To
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.
Ideally, both accounts should be used to help fund retirement and college.
Free eBook - 5 Must-Knows For Balancing College & Retirement:
https://mailchi.mp/fae9d3d6f91a/5-must-knows
The article that Mark references in the podcast:
https://www.nasdaq.com/articles/roth-iras-knock-out-529-plans-battle-education-funding-2016-06-23
For questions on working with Mark:
www.SonaWealthAdvisors.com
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
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Roth & Traditional Account Types Part 1
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A College Financial Planning Conversation with A Real Parent
Inflation & I-Bonds & College Funding
Making The Most Of Your MN College Tour With Cozy Wittman
Negotiating College Award Letters With Shannon Vasconcelos
An Alternative Approach To Retirement With Denise Downey
New Dad Jokes & FAFSA Gets An Update -- Some Good. Some Really Bad!
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