Resources

For Sarah LePhew

Filters


Content Types
Topics
Tax Planning

What Are 529 College Savings Plans And How do They Work?

When you’re in the diaper-and-bottle phase of parenthood, saving for college tuition probably isn’t a priority. But maybe it should be. Given the rate at which college tuition is rising, a four-year public college will likely cost close to $200,000 in 18 years. With this high price tag, the earlier parents start saving, the better.
Tax Planning

How to be Tax Savvy in Retirement

Whether you’re a young individual just starting a career path or a well-seasoned professional nearing retirement, developing a savvy tax strategy today can save you from some painful surprises down the road in retirement. But becoming tax savvy is easier said than done, mainly because what you see in your account balance is not always what you get. Traditional Roth IRAs, and other tax-deferred accounts, are a great example of this.