This is a common question that Jake Rivas gets from his clients. In this episode Jake and Kirk discuss College Savings Accounts pros and cons and how to navigate them in a world where higher education (and its value to your young students) is ever changing.
*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”
Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!
Follow Jake on Twitter and Facebook @jakestwocents
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346
What’s the difference between Tax Preparation and Tax Planning?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act
Fact v Fiction: 529s and college funding
What War with Iran Could Mean for Markets
Financial Tip: Cosigning a Loan
Financial Tip: Divorce and Taxes
J&K #26: Five Financial Moves to Start the New Year off Right
Holiday Shopping
J&K #25: Illiquidity
Financial Tip: Itemized Versus Standard Tax Deductions
J&K #24: The 7 Year Auto Loan
Fact Versus Fiction: year end tax breaks
Financial Tip: Investing with Your values
J&K 22: How planning your finances can help you be more adventurous
J&K #21 Your Parent’s Financial Advice is (kind of) wrong:
J&K #20: When does someone become an adult?
J&K # 19: Public Loan Forgiveness isn't very Forgiving
J&K #18 Should you only have frugal friends?
J&K #17: Should American Government Privatize Fannie Mae and Freddie Mac?
J&K 16: Understanding the long-term effects of a protracted trade war with China
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