Insider Tips for the week of January 7, 2023

529 plan funds can be rolled over into Roth IRAs – Tucked into the year-end spending bill just signed into law was a major change that allows 529 plan funds to roll over into Roth IRAs. Check out our latest article for the details. Choices and options – a blueprint for college admission – Georgia…

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Top strategies to help grandchildren with college

With the holiday season approaching, there is a terrific way grandparents may want to consider spoiling their grandchildren. Today’s retirees have accumulated wealth at unprecedented levels and combined with the rising cost of college, many now are taking advantage of an opportunity to provide a legacy of education to their grandchildren. However, without understanding the proper…

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Cutting tuition down to size

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College Inside Track was featured in the Highland Villager. Click here for a PDF of the article or read below. Cutting tuition down to size Business gives families the inside track when it comes to financing a college education By Frank Jossi Bill Shaffer and Nan Waisanen decided a couple of years ago that they…

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