by Matt Gazaway CFP (TM) | Apr 22, 2024 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | Uncategorized
Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial goals, it’s vital to keep up...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | Uncategorized
The “medical IRA” offers triple-tax benefits and is a unique retirement tool As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the...
