A Roth IRA can be a great part of a college funding strategy. Its flexibility can help you prepare for funding college and retirement. But many families make too much to contribute. To make matters worse, most families that make too much for a normal Roth contribution, make too much for need-based aid from FAFSA. …
We all know that 529 Plans are one of the best ways for parents to save and invest for college. But one often overlooked account is the Roth IRA. Join Mark as he goes through the pros and cons of each account type and why the Roth should be looked at first for most families. …
We all know that the 529 Plan is a great way to save for college, but did you know that Minnesota has an additional tax credit OR deduction for the year you contribute? Join Mark as he goes into more detail to see if this tax benefit is right for you. Also, here are the …
Minnesota’s Tax Benefit — The Credit OR Deduction Explained Read More »
