Everybody wants their children to be set up for financial success. In this podcast episode, we give some tips and tricks on how to accomplish that.
On today's episode: 👨🏻💼 Investment options for your children and their schooling 🏢 Student debt is at an all-time high 📖 Non-traditional investment options for your kids 💰 Whatever you do, don't leave it in a savings account ⛳️ Scottie Scheffler had an eventful weekend
*** Prior to investing in a 529 Plan investors should consider whether...
Everybody wants their children to be set up for financial success. In this podcast episode, we give some tips and tricks on how to accomplish that.
On today's episode:
👨🏻💼 Investment options for your children and their schooling
🏢 Student debt is at an all-time high 📖 Non-traditional investment options for your kids
💰 Whatever you do, don't leave it in a savings account
⛳️ Scottie Scheffler had an eventful weekend
*** Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply ***
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning:
Address: 1725 1st Ave S, Fort Dodge, IA 50501
Phone: 515-308-4545
Email Kole Petersen: Kole@fullswingfp.com
Email Cole Jaeschke: Cole@fullswingfp.com
Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning:
Website: https://www.fullswingfinancial.com
Facebook: https://www.facebook.com/fullswingfinancialplanning
Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/
YouTube: https://www.youtube.com/@HowToMoneyPodcast
Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning
Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning
Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
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