by Matt Gazaway CFP (TM) | Apr 29, 2024 | All Posts
Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? if so, make sure you’ve considered all your options. In general, you have the following four options when you’re eligible to...
by Matt Gazaway CFP (TM) | Apr 22, 2024 | All Posts
If you have a 529 education savings plan, it can now be converted to a Roth IRA. Both plans are funded by after-tax money. Initially, the money put into a 529 plan had to be used toward education expenses. If, for whatever reason, the money wasn’t needed for...
by Matt Gazaway CFP (TM) | Apr 15, 2024 | All Posts
Tips to work towards a brighter future so you can enjoy the fruits of your labor Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, “April showers bring May flowers”,...
by Matt Gazaway CFP (TM) | Apr 8, 2024 | All Posts
If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering. Also known as a DAF, a donor advised fund is a charitable investment strategy you can use to support charities that are important to...
by Matt Gazaway CFP (TM) | Apr 1, 2024 | All Posts
When it comes to financial accounts like the IRA, details are everything. Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed. These are the...
