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
Check Your Balances
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans
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.

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