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529 Plans

Communication

Informational communication piece on 529 college savings plans

Additional Resources

Recording Resources

Roth or Pretax Savings, Which Is for Me?

In this informative webinar (the final of our three-part series), we delve into the distinctions and advantages of the Roth savings option, covering: • Understand how saving Roth (after-tax) and/or pretax works • Situations when one option might be more advantageous • How each affects your taxes on contributions and withdrawals

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Recording Resources

Tackling Debt on Your Path to Retirement Saving Success

In this seminar, we dive into these crucial topics: • Types of Debt: Understand the nuances of different debts. • Smart Payment Strategies: Learn how to tackle debt effectively. • Cash Flow Mastery: Control your financial inflow and outflow. • Retirement Impact: Discover how debt decisions shape your retirement journey.

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