fbpx

Tag: IRA rollover

From College Fund to Retirement Nest Egg – Tax Free

When each of my children was born, I had their application for a 529 college fund filled out, mailed, and funded with the first $100 before they were released from the hospital. I dutifully funded those accounts monthly for years, until they accumulated enough to fund...

More IRA Mistakes to Avoid

Watch this video on YouTube Last week I discussed two critical IRA mistakes, based on information I learned from Jeff Levine of Fully Vested Advice, Inc., at the 2018 spring conference of the National Association of Personal Financial Advisors. This week I will cover...