Your new grad will be leaving for college before you know it. Are you financially prepared for this next big step?

New Focus on Wealth with Chad Burton

English - June 19, 2019 18:55 - 40 minutes - 9.53 MB - ★★★★ - 60 ratings
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Previous Episode: The fear of missing out on returns can be devastating to retirees, but economic cycles have been part of history for as long as we can remember. Be smart and stick to your retirement plan!

Next Episode: The SEC’s‘ best interest’ rule is making headlines. Can they do what the DOL was unable to do?

The kids are home for the summer and while they’re kicking it with their friends, mom and dad are at work thinking about the next year of schooling. While you finalize your childs college plans, remember that 529 plans changed under the 2017 tax act. Today I explain what you need to know about funding your childs education. Other topics:

Dividend achiever ETF’s Paying RMD taxes on non-IRA accounts Frequently missed planning opportunities Figuring out the best retirement income plan for this Pennsylvania listener

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.