Check Your Balances

February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans

February 21, 2024 Ross Anderson, CFP® and Daniel Messeca, CFP® Episode 160
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans
Check Your Balances
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Check Your Balances
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans
Feb 21, 2024 Episode 160
Ross Anderson, CFP® and Daniel Messeca, CFP®

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 checkyourbalances@outlook.com!
Check this episode out on YouTube.
Follow us on Instagram!

Show Notes

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 checkyourbalances@outlook.com!
Check this episode out on YouTube.
Follow us on Instagram!