top of page
Search


Leftover 529 Assets? Fund a Roth IRA!
A 529 account is a great, tax-efficient way to save for college expenses. Remaining 529 funds can now be used to fund a Roth IRA.

Chelsei J. Latsch, FPQP®
Jun 12, 2024


Employers: Take Advantage of Tax-Free Student Loan Repayment Before It's Gone
A lesser known provision of the CARES Act allows employers to offer tax-free aid to employees to help them pay back their student loans.

Chelsei J. Latsch, FPQP®
May 13, 2020


Some Good News: How The CARES Act Helps Student Loan Borrowers
The CARES Act offers relief and in some cases opportunities for student loan repayment.

Chelsei J. Latsch, FPQP®
Apr 15, 2020
bottom of page