Check Your Balances

Veterans Day Mailbag: VA Benefits, 529 to a Roth, and more!

Ross Anderson, CFP® and Daniel Messeca, CFP® Episode 198

As we celebrate our Veterans this week, we got a great listener questions about what unique benefits our Veterans have access to. We also answer questions about whether high earners should consider a 529 for themselves to gain access to a Roth IRA. 

Our apologies for the late post, we were having technical difficulties!

This episode is on YouTube: https://youtu.be/IP_b-5Ea5VY

Send us a text

Send your questions for upcoming show to checkyourbalances@outlook.com
@checkyourbalances on Instagram