Jill Carr talks to Doug Marlow, our new Director of Financial Planning, about different ways that tax planning in your financial life and how it fits into your fiscal picture. We cover Roth conversions, tax location, charitable donations, among other things, in between sharing tax “dad” jokes. Our podcasts will cover topics that we are …
Roth IRA
College Funding Part 2
In my last post, I started to explain the different ways that parents (or whomever) can save money for college. This post covers 4 additional ways. Again, here is a handy dandy chart: Like Traditional IRAs, contribution limits apply to Roth IRAs. In addition, with a Roth IRA, your allowable contribution may be reduced or …