Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover

Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover

by | Jun 5, 2024 | 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax Planning  Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover Bradford Tax Institute  Have you established, or are you considering, a Section 529 savings plan for a child, grandchild, or other family member? Such plans are a great way to help pay for...
Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover

Consider a Roth IRA Rollover for an Overfunded Section 529 Plan

by | Jun 3, 2024 | 4-Tax Planning, Blog Posts, College Planning, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax Planning  Consider a Roth IRA Rollover for an Overfunded Section 529 Plan Bradford Tax Institute  Section 529 college savings plans are a great way to help pay for a child’s or other family member’s college education.  Contributions are not federally...
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement

4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement

by | Feb 16, 2024 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning 4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement By Debra Taylor, CPA/PFS, JD, CDFA The financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here...
2023 Federal Tax Calendar for Small Business Owners and Self-Employed

2023 Federal Tax Calendar for Small Business Owners and Self-Employed

by | Sep 8, 2023 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax Planning 2023 Federal Tax Calendar for Small Business Owners and Self-Employed For small businesses, staying on top of your tax deadlines is no easy task.Here’s a helper for those deadlines: Bradford Tax Institute’s 2023 Federal Tax Calendar, tailored...
6 Factors That Predict a Student’s College Success

6 Factors That Predict a Student’s College Success

by | Sep 5, 2023 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning 6 Factors That Predict a Student’s College Success Some parents are obsessed with getting their children into top-ranked schools no matter the cost. You can save a lot of money by understanding what truly leads to the best outcomes for your...