by MoneyMasterPeter | May 1, 2017 | Retirement, Social Security, Tax
If the Trump administration ends up getting taxes lowered, consider converting all IRA and 401(k) savings over to a Roth IRA. The tax hit today will allow all future growth to be taken out as tax free! Here are two observations about this advice: First, when you...
by MoneyMasterPeter | Mar 3, 2017 | Financial Organization, Insurance, Investing, Money, Savings, Tax
Here is an explanation of 529 plans to fund college educations taken from a well-respected college planning firm. Review this accurate treatment, then allow me to add my perspective: Offered by states and some educational institutions, 529 plans let you save up...
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