Rolling Excess 529 Contributions into a Roth IRA [video]
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Rolling Excess 529 Contributions into a Roth IRA
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Financial Blog For Busy Professionals & Impact Investors
What to expect during the Discovery Meeting
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We just finished our initial call and you decide to move forward. This is what happens next.
Read MoreWhat should you do with your surplus?
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This video will give you ideas on where to start if you have a cash flow surplus and don't know what to do with the money. From paying off debt, saving for retirement, and building a cash reserve, I walk you through some options in priority order.
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