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February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans
This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies.
To have your questions featured, email [email protected]!
Check this episode out on YouTube.
Follow us on Instagram!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
View all episodes
By Ross Anderson, CFP® and Daniel Messeca, CFP®
5
6464 ratings
This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies.
To have your questions featured, email [email protected]!
Check this episode out on YouTube.
Follow us on Instagram!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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