collegesavings images

Discover Best collegesavings Images of World

#food #travel #sports #news #may #wednesday

Congratulations to my cousin Sierrah on obtaining her Doctorate in Psychology! It’s been a long road but praise God she made it. I have another doctor cousin in the family, yall! 🙌🏾💕 Happy Birthday month as well @sierrah31🎉 Are you considering going to school to get another degree? Do what I didn’t and apply for scholarships! More than ever, there are scholarships for students pursuing a graduate degree; you just have to make the time to search for them. I’ve been sending out weekly scholarships to our @wearecoolyouth group and I see opportunities all the time. Where were these when I was getting my masters? 😅 if you want in on the emails send me your email address in the DMs! #nogatekeeping over here. 💚✨I know better now so I’m sharing with you! Start on scholarship sites like #Fastweb and sign up for their email alerts to hold yourself accountable. Then ask about relevant scholarships & grants at the schools you’re considering for your studies. There’s more but start there and you’ll be on your way to school without having to take out loans! For more from my own financial journey and support for financial wellness, join me in South Florida for our July @mementoringnfp workshop (last slide). Yes, you can become financially well and you can beat procrastination! “Believe you can, then make a plan!” Sign up for the July 13th workshop in Boca Raton, FL in the financial resources link in my bio!💚✨ #gradschoolbound #collegedecisionday #collegesavings #scholarshipsavailable #graduateschool #financialwellness

5/1/2024, 3:00:00 PM

Are you worried about the rising costs of higher education? Do you find yourself losing sleep over how to secure your child’s academic future without breaking the bank? We understand the challenges you face as parents, and our team of experienced financial advisors are here to ease your concerns.⁠ ⁠ Sign up today to receive a free college saving estimate. ⁠ https://familyfinancialpartners.com/college-planning/⁠ ⁠ #collegebound #collegeplanning #collegesavings #529 #highereducation #wealthforgenerations #brightfinancialfuture #familyfinancialpartners

5/1/2024, 2:55:17 PM

A lot of advisors are still awaiting for the #IRS to tell us how beneficial the Secure 2.0 Act's 529-to-Roth IRA transfer option will be and what rules will apply. But there are more effective vehicles for college savings. That’s what our principal Juan G HernandezAriano, CFP®, CSLP® talked about with Melanie Waddell, senior editor and Washington bureau chief of ThinkAdvisor in her article: https://www.thinkadvisor.com/2024/03/06/on-529-to-roth-rollovers-advisors-await-answers-with-a-shrug/ #financialplanning #college #collegesavings #529savings #investments #investing

5/1/2024, 11:00:33 AM

Planning for your child's future education? 🎓 Life insurance can be a powerful tool to fund their college expenses while providing financial security for your family. Discover how you can save smartly for your child's education and protect their dreams. Click the link in bio to unlock the secrets of combining life insurance with college savings! 📚💡 #CollegeSavings #FinancialSecurity #InvestInYourChild

4/30/2024, 11:03:27 PM

If higher education is on the horizon for your graduate, give them the financial support they need with Ugift. Learn more at the link in bio. • • • • #KansasLearningQuest #529 #529Accounts #CollegeSavings #EducationInvestment #InvestmentSaving #KsLearningQuest #MoneyManagement #SavingForCollege #StudentLoans #FinancialAid #Education #CollegePrep #Kansas #TaxSeason #529CollegeSavingsPlan #SavingMoney #FinancialLiteracyMonth

4/30/2024, 10:22:55 PM

The AZ529 Future Career Art Contest just wrapped up and we were excited to support our client @arizona529plan, Arizona State Treasurer Kimberly Yee, and the amazing young artists at the awards ceremony at the Capitol. Entries came in from across the state and winners were selected from district, private, charter, tribal, and homeschools. Every winner received $529 toward an AZ529 Savings Account to put toward their future educational goals. Amazing work, all around! Recent updates to the AZ529 plan make the program even more flexible. Effective January 1, 2024, qualified “leftover” AZ529 account funds may be transferred to a Roth IRA free of any tax, penalty, or applicable income limits. So, your tax-free 529 withdrawals of funds invested can begin as early as kindergarten for the designated beneficiary and can continue even beyond graduate school to their Roth IRA in retirement! You can learn more at AZ529.gov/roth-ira. #529Plans #CollegeSavings #ArtContest #AZSavesforCollege

4/30/2024, 7:00:15 PM

Sunrise Beach - 2024 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/30/2024, 7:00:00 PM

Blue Butterflies - 2024 - 2x3 - $3 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/30/2024, 7:00:00 PM

With a CHET 529 plan account, friends and family can contribute to your education savings to help you reach those goals. Open an account and start saving today 👉link in bio #MoneyGift #CollegeSavings #College #529Plan #Connecticut #Invest #FutureGoals #SaveMoney #TaxAdvantages #Saving

4/30/2024, 6:00:48 PM

Student life on a budget? No problem! Check out these top 5 budgeting tips. Follow For More Future Education Magazine #StudentBudgetTips #BudgetingForStudents #SmartSpending #FrugalStudentLife #FinancialWellness #CollegeSavings #BudgetFriendlyLiving

4/30/2024, 2:56:42 PM

Join us online for a live webinar tomorrow, Wednesday, May 1st, at noon ET, to learn more about MESP, Michigan’s direct-sold 529 college savings program, and how helping your employees save for college is easy for them and for you. You can access the webinar from your computer and talk with live presenters. RSVP today, and instructions will be sent to you via email. You can learn more and register here: tiaa.zoom.us/webinar/register/WN_RsUHRaJBQ2KaxdXQYhNlxw MIsaves.com #mesp #collegesavings #college #saveforcollege #misaves #mi529 #529plan

4/30/2024, 2:10:17 PM

Make a good decision and plan for the future. Do I really need to say it 10 different ways? Start today. #collegesavings #college #children #tuition #getmottominted

4/30/2024, 6:52:07 AM

I love it! The ability to help secure the financial foundations of everyone I meet! Text +1 (224) 216-2005 for your free consultation to help you get on track #lifehacks #lifeinsurance #lifeinsuranceagent #lifeinsurancetips #lifeinsuranacematters #lifeinsuranceretirementplan #lifeinsurancebroker #collegesavings #retirement #livingbenefits

4/30/2024, 4:18:20 AM

Lavender Sunset - 2024 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/30/2024, 4:08:34 AM

Sunrise Ocean - 2024 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/30/2024, 4:06:16 AM

Pink Sunset - 2024 - 4x6 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/30/2024, 4:04:16 AM

During Financial Literacy Month, explore how a Roth IRA can fund your child's college education. It's a smart investment for their future, not just for retirement. Learn more with the Blog & News link in our bio. @banksouth ⤴ #FinancialLiteracyMonth #banksouth #bankingaboutyou #communitybank #CollegeSavings

4/29/2024, 10:05:16 PM

Is your child's college fund on track? Join Cedarwood Financial Partners on Thursday, May 2nd, at 4:30 CST / 5:30 EST for our College Savings Webinar. Get expert guidance on navigating college savings plans, scholarships, and more! Secure your child's future today! Link in bio. #CollegePlanning #CollegeSavings #Investing #CedarwoodFinancialPartners

4/29/2024, 10:00:16 PM

💰💰MONEY MONDAY💰💰 This scholarship was established by the Cochener family, and honors the legacy of John Young, who describes him as follows: “He was a fighter pilot at Pearl Harbor during the Japanese attack; after the War he went to MIT, earned a degree in aerospace engineering, and joined the Von Braun team at Redstone Arsenal building Saturn V rockets for the Apollo program. He was always my inspiration to pursue my professional dreams.” To apply, write an essay of no more than 500 words telling us why you’re pursuing your chosen field, how you hope to make a difference, and your personal goals and motivations for achieving your dreams. ⏰ DEADLINE: May 24th, 2024 💰 AWARD: 5 winners will receive $1,000 ✏️ Education Level: Any 📲 Click link in bio to apply! https://bold.org/scholarships/john-young-pursue-your-passion-scholarship/ #ref=99 #scholarships #scholarshipdr #scholarshipsolutions #scholarshipcheck #college #students #grant #collegefunding #scholarshipopportunity #scholarshipcoach #highschool #education #leadership #collegeeducation #debtfreedegree #collegesavings

4/29/2024, 9:42:16 PM

With over 31 carriers and hundreds of products let me find a policy that fits your needs. Whether your looking for something that provides living benefits, something that you can make as an investment, final expenses, retirement, mortgage protection, debt elimination, or just peace of mind I have something for all ages. #letstalkInsurance #life #lifeinsurance #livingbenefits #universiallife #collegesavings #agents #yourlifematters #protectyourfamily #dontlooseyourequity #mortgageprotection #peaceofmind

4/29/2024, 9:31:03 PM

Discover the untapped potential of 529 Plans, a powerful tool for saving towards college education and beyond! Uncover strategies to optimize your savings efforts and make the most out of your college savings, even if they aren't used for college costs. 🎓💰 #CollegeSavings #529Plans #InvestInEducation #WealthManagement #FinancialPlanning #Finance #IRA #Debt #DebtManagement

4/29/2024, 8:52:21 PM

Get first-class service and unbeatable coverage for your family's future. Our team will be there every step of the way, giving you the confidence to rest easy! 🌐 https://facebook.com/vanwafinancialservices 📞 2792102580 📧 [email protected] #VanwaFinancialServices #LivingBenefits #LifeInsurance #MortgageProtection #RetirementFund #LifeInsurance #TermLife #UniversalLife #CollegeSavings #RetirementPlanning #EstatePlanning #Annuities

4/29/2024, 6:02:55 PM

Wondering what's happening this week? Join us in person where College Navigators and guest speakers will be available for discussions on college savings, planning, and navigating higher education. 🎓 Se Habla Español! #NVigate #CollegeSavings #MilleniumScholarship #CollegeKickStartProgram #529Plans #StudentLoanOmbudsman

4/29/2024, 6:00:09 PM

🎓 Hey seniors, 👋 are you feeling overwhelmed by those financial aid packages? Don’t worry, we’ve got your back! 😊👇⁣ ⁣ Let us help you decode the offers and find the best fit for your college journey. ✅ From grants to loans, we’ll break it down so you can make informed decisions.⁣ ⁣ 📍And if you need a guiding hand through the process, our team at College Funding Hero is here for you every step of the way! 🌟💰 ⁣ ⁣ #FinancialAidMadeEasy #CollegePrep #YouGotThis #CollegeFundingHero #scholarship #student #highschoolseniors #collegeproblems #collegestudents #collegesavings #collegemoveinday #collegesthatchangelives #scholarshipsavailable #scholarshipopportunities #collegememes

4/29/2024, 4:16:15 PM

Getting a head start on college visits, this weekend was @saintjosephs . Looking for your best tips on scholarships to look into. Where is a good starting point? Anyone have a good spreadsheet started? Did you find a hidden scholarship? Where are my college veterans at? Help this mama out! #collegeviaits #moneysavingtips #scholarships #collegesavings #collegefund #grants #highered

4/29/2024, 2:11:01 PM

Because the time to get serious about ourselves has arrived!! Be rich in all areas! Had to end early to get the Word in too. #makeithappen #faith #family #fun #fitness #finances #financialplanning #planning #IUL #savings #credit #creditrepair #college #collegesavings #legacy #financialfreedom #lifeinsurance #mortgagelifeinsurance #GFI

4/28/2024, 6:40:07 PM

Branch Pond - 2024 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/28/2024, 5:33:07 PM

Purple Flower Forest - 2024 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/28/2024, 5:30:22 PM

Are you ready to ignite your financial engine and drive your goals forward? Mutual funds can help you do just that! With a variety of funds to choose from, you can invest in the markets that are right for you and reach your financial goals faster. If you're ready to start investing in mutual funds, contact us today! We can help you choose the right funds for your needs and goals. Call: 9820807291 . . . #mutualfunds #investing #financialplanning #financialgoals #wealthbuilding #retirementplanning #collegesavings #emergencyfund #diversification #professionalmanagement #lowfees #contactustoday

4/27/2024, 5:19:27 PM

"As a new mother, Michigan Treasurer Rachael Eubanks followed her own department’s advice Wednesday when it comes to education savings. Eubanks, who gave birth late last year to a daughter, joined other parents, loved ones and college savers at a free drop-in informational session at the Impression 5 Science Center in Lansing. It was hosted by the Michigan Department of Treasury — the agency Eubanks oversees — to bring awareness to college savings plans. 'I believe in these programs not just in my professional capacity as Michigan’s Treasurer, but as a new mom who wants to ensure her child’s educational future is secure,' Eubanks said. 'I hope other newly minted parents and loved ones of young Michiganders will do the same – it's never too late to start saving.' Investing in the Michigan Education Trust (MET) or the Michigan Education Savings Program (MESP) provides considerable value by providing tax advantages and investment returns over time. Both programs offer a State of Michigan tax deduction on contributions. In addition, funds used for qualified higher education expenses may be exempt from federal and state income taxes. 'There are few things more impactful or more loving than setting up our children for success by building a financial foundation for them to achieve their dreams,' Eubanks said. The event was one of a series held periodically throughout the state to provide attendees the opportunity to purchase a MET contract and open an MESP account on-site. MET typically contributes $150 toward each new prepaid tuition contract purchased at such sessions." Read the full press release and find links to more information about MET: https://www.michigan.gov/treasury/news/2024/04/25/state-treasurer-eubanks-leads-by-example #educationalsavingsplan #collegesavings #529plan #saveforcollege #mi529

4/27/2024, 4:06:31 PM

Sold! Yosemite - 2023 - 8x10 - $45 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/26/2024, 11:55:51 PM

Sold! Purple Flower Mountain - 2024 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/26/2024, 11:50:48 PM

Purple Flower Haze - 2024 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/26/2024, 11:50:14 PM

🎓💰 Save big in college with AP exams! 🌟 Earn credits, accelerate graduation, lighten your course load, and boost scholarship eligibility! 🚀 Invest in your future with #APExams 💡 #CollegeSavings #SmartChoices

4/26/2024, 8:05:00 PM

The College SAVE Picture My Pride and Joy contestants (2023) know a thing or two about saving. ... Being prepared for future college expenses is a good look on anyone. Just like "that look" you get from your kids once they learn you opened a College SAVE account for them. Learn about state and federal tax advantages and match incentives today! ... LinkInBio ... #PictureMyPrideAndJoy #CollegeSAVE #529plan #collegesavings

4/26/2024, 8:00:09 PM

💰💰FUNDING FRIDAY💰💰 "May is the fifth month of the year. Write a letter to the number five explaining why five is important. Be serious or be funny. Either way, here's a high five to you for being original." (250 words or less) ⏰ DEADLINE: May 31st, 2024 💰 AWARD: 1 winner will receive $1,500 ✏️ Education Level: Ages 14 and up 📲 Click link in bio to apply! https://www.unigo.com/scholarships/our-scholarships/fifth-month-scholarship #scholarships #scholarshipdr #scholarshipsolutions #scholarshipcheck #college #students #grant #collegefunding #scholarshipopportunity #scholarshipcoach #highschool #education #leadership #collegeeducation #debtfreedegree #collegesavings

4/26/2024, 7:56:17 PM

A 529 plan is a tax-advantaged investment account ideal for covering qualified education expenses. From college to K-12 tuition, apprenticeships, and student loan repayments, it offers tax-free withdrawals and versatile benefits. These are a great choice for families who can't pay cash for a child's education. If you're saving for college for yourself or a loved one, or paying down student debt, connect with us about your 529 plan options! 🎓andersontaxes.com #CollegeSavings #529Plan #EducationPlanning #AndersonFinancialConsulting

4/26/2024, 6:16:27 PM

Don't let uncertainty hold you back. We'll guide you through life insurance options with expertise and a smile! 🌐 https://facebook.com/vanwafinancialservices 📞 2792102580 📧 [email protected] #VanwaFinancialServices #LivingBenefits #LifeInsurance #MortgageProtection #RetirementFund #LifeInsurance #TermLife #UniversalLife #CollegeSavings #RetirementPlanning #EstatePlanning #Annuities

4/26/2024, 6:02:40 PM

Dreaming of giving your child the gift of education? Start early by setting up a college savings account. Every small contribution today can pave the way for their bright future tomorrow! #EducationInvestment #CollegeSavings #BrightFutures

4/26/2024, 5:54:53 PM

State Treasurer Rachael Eubanks leads by example by enrolling her child in Michigan’s 529 Education Savings Plans [LINK IN BIO]. As a new mom, Treasurer Eubanks followed her own department’s advice when it comes to education savings! More 529 Plan info: MET www.michigan.gov/setwithmet MESP https://www.misaves.com #MiGov #Education #CollegeSavings @mieducationtrust @mesp529 @micollegeaccess @michiganleap @mistudentaid #FinancialPlanning @miltgovernor @migovernment @michigangovernor

4/26/2024, 3:32:11 PM

We had a great time hanging out with Heather Barthelmes, Marketing Manager of Michigan 529 Programs, and this massive green screen while filming some 529 college savings videos! MIsaves.com #bts #mesp #collegesavings #college #saveforcollege #misaves #mi529 #529plan

4/26/2024, 2:00:35 PM

Your 30s are a pivotal decade for financial growth and stability. Here are three key strategies recommended by financial planners from @cnbcmakeit: 1. Keep eliminating debt: Take advantage of increased earning potential to pay down debt and avoid carrying it into your 40s. 2. Consider opening a 529 account: Plan for your children’s future education costs by investing in a tax-advantaged college savings account. 3. Boost your retirement savings: Ensure your retirement nest egg is growing by maximizing employer matches and increasing contributions to your retirement accounts. Tell us your favorite tip below! 🌟 . . . . . #financialsuccess #moneymanagement #smartinvesting #financialplanning #retirementsavings #collegesavings #debtfreejourney #financialfreedom #moneygoals #personalfinance #themoneydatebox

4/26/2024, 1:00:00 PM

Are you a Mom of the Year?...Be the parent that they'll thank later. Contact me today to learn more. * * * * #MVP #ResponsibleParent #UnsungHero #HereToHelp #ProtectLovedOnes #MomGoals #LifeInsuranceMatters #Parenting101 #ParentingWin #LegacyPlanning #FamilyProtection #FinancialPlanning101 #SmartParenting #CollegeSavings

4/25/2024, 5:55:18 PM

#throwbackthursday 🎓 Paying for college is a major goal for many families. From 529 plans to Coverdell ESAs, there are numerous avenues for parents to save. Let's discuss the best fit for your family's needs. Investing in education is investing in the future. Here’s a graduation picture of me at Lynn University! ⚔️ Go Knights! #CollegePlanning #FinancialWellness #finance #femalesinfinance #collegesavings #financialadvisor

4/25/2024, 4:10:21 PM

Exploring options for funding your child’s college education? Real estate investment is a powerful choice among many. Whether it’s buying a home early and renting it out later or employing a house hacking strategy in a college town, real estate can be a smart way to secure your child’s educational future while potentially providing ongoing income or a significant return on investment. Remember, every family’s situation is unique, so consider all avenues to build a robust college fund. #RealEstateInvestment #CollegeSavings #HouseHacking #EducationalFunding #SmartParenting #InvestInTheirFuture

4/25/2024, 2:32:58 PM

How better to celebrate the growth and renewal of spring than with a little financial spring cleaning? Tis the season to tidy up your finances by maximizing tax perks! Did you know that you could potentially receive a state income tax deduction on contributions of up to $1,000 per designated beneficiary? Explore this and other perks of investing in a 529 plan for future education in our College Savings Guide at the link in bio. #NextGen #CollegeSavings #SavingForCollege #PayingForCollege #TaxSeason #TaxRefund

4/25/2024, 2:00:09 PM

Watching your little one transform into a shining star 🌟 is an incredible journey, and #dailybocaavery’s transformation since our debut @myfloridaprepaid shoot in 2019 is proof! From those tiny first grade toes to stepping into middle school shoes starting next year, my dreams for her grow by the day! 🥹 AD In case you missed it, #FloridaPrepaid has rolled back its 2024 pricing, but it will only be available for a few more days! It’s like turning back the clock ⏰ for your savings…but with the alarm about to go off! 😱 Ever wonder about the Florida 529 Prepaid Plan? It’s a golden opportunity for Florida families to invest in their child’s college education 📚 from the get-go. With plans starting at a decade-low of $34/month for newborns, it’s never been more affordable. I couldn’t believe the prices weren’t even this low when I signed up my own #bocakid! 💰 Take advantage of today’s prices for tomorrow’s tuition and dorm fees during the Open Enrollment window, with the last day being April 30th (2024). Don’t miss out on cementing your little star’s future. The time to act is now! [Link in Bio] 📷 x @hsphotography1125 and @naomiphelpsphoto #FloridaPrepaid #OpenEnrollment #InvestInTheirDreams #myfloridaprepaid #bocamoms #bocababy #bocakids #florida529 #savingforcollege #cash4college #collegesavings #thenandnow #bocakids #bocaraton #floridaresident

4/25/2024, 2:49:31 AM

As parents, one of our greatest hopes is to provide our children with the invaluable gift of a quality college education. But in today's climate of soaring higher-ed costs, turning that aspiration into reality can feel like an almost insurmountable challenge. The average price tag for a four-year degree now tops $100,000 at many universities – and that's before factoring in room, board, textbooks, and all the other expenses that quickly pile up. With numbers like these, it's no wonder so many young adults are forced to start their careers buried under a mountain of student loan debt. But what if there was a smarter, more strategic way to get ahead of those crippling costs? A solution that allows you to build a robust college fund years in advance, while taking advantage of powerful tax advantages to make your money work harder and go further? Indexed universal life (IUL) could be the game-changing answer you've been searching for. By putting savings in this unique financial product well before your child is college-aged, you're able to accumulate cash value that grows entirely tax-deferred over time. No annual taxes chipping away at that growth like with typical investments. Then, when it's time to pay tuition, housing, meal plans, or any other education costs, you can simply take out tax-free policy "loans" against that accumulated cash value. No more raiding retirement accounts and paying penalties, and no more going into debt up to your eyeballs. As the exorbitant costs of higher education continue spiraling outward, having a tax-advantaged plan in place is absolutely crucial for making your child's college dreams a reality without the financial nightmares. Don't leave it to chance – start exploring solutions like an IUL today. Discover how an IUL can assist you with your financial goals. Schedule a Free, 15-minute, No-obligation Discovery Call with us today - https://calendly.com/ryersonfinancialgroup/discovery. #College #CollegePlanning #CollegeSavings

4/25/2024, 2:00:14 AM

MOA Watercolor - 2024 - 5.25x3.5 - $5 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/25/2024, 1:43:29 AM

AOA Watercolor - 2024 - 5.25x3.5 - $5 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/25/2024, 1:42:58 AM

Peacock - 2023 - 5x7 - $15 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/25/2024, 1:41:39 AM

Fairytale Bridge - 2023 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/25/2024, 1:39:30 AM

Autumn Road - 2023 - 5x7 - $20 #collegesavings #art #watercolor #elizabethcitync #firstfridayartwalk

4/25/2024, 1:38:42 AM

Are you one of the 102 million adults in need of learning more? Life insurance is a key financial tool to ones overall financial planning goals. Make sure you incorporate it as a part of your overall plan. DM me to have an open conversation surrounding your goals and desires. * * * * * #LifeInsurance #FinancialPlanning #EstatePlanning #BusinessProtection #HereToHelp #LivingBenefits #RetirementIncome #FinancialGuarantees #LeaveALegacy #CollegeSavings #AnnualReviews #MitigateRisk #ProtectingLovedOnes

4/24/2024, 10:21:15 PM

Struggling to save for your kid’s college AND retirement? Here’s how 529 plans & Custodial Roth IRAs can help! College debt can make it tough to buy a house or save for retirement. That’s why 529 plans exist - tax-advantaged accounts for future education expenses! But there’s another option: Custodial Roth IRAs. 529 Plans: Earnings grow tax-free & withdrawals are tax-free for qualified education expenses (tuition, fees, books, etc.) Not so great? Non-qualified withdrawals are taxed & penalized. Custodial Roth IRAs: Early penalty-free withdrawals up to the amount contributed Funds grow tax-free & can be withdrawn tax-free at retirement (with exceptions) Limited contributions based on child’s earned income The takeaway? Both have pros & cons. Consider talking to a financial advisor to see which is right for your family’s college savings goals! #CollegeSavings #FinancialPlanning More tips➡️https://bmltexas.com/news/

4/24/2024, 8:03:00 PM

Excited to reconnect As we dive back into the mortgage world, with the interest rates fluctuating, now might be a great time to explore refinancing options. For example, you may have been working at improving your credit score and now qualify for a new mortgage with a better discount, or you may want to stabilize your payments by changing from a variable rate mortgage to a fixed-rate. Refinancing is also a good option to pull out equity for consolidating debt, home improvements, investments, college expenses, and more. Drop me a message if you're curious about how this could benefit you! #mortgagewednesday #Refinance #homeownershipgoals #FinancialFreedom #CreditScore #HomeImprovement #DebtConsolidation #Investing #CollegeSavings #calgarylife #calgaryhomes #calgaryrealestatemarket #yycliving #realestatetips

4/24/2024, 7:00:00 PM

The world of college savings and funding has become increasingly complicated over time. Tax benefits and new Roth IRA features make 529 #collegesavings plans attractive, but they’re not a one-size-fits-all option. See how the team at Halbert Hargrove can help you navigate these opportunities: https://www.halberthargrove.com

4/24/2024, 6:24:24 PM

Dispelling myths one fact at a time! Life insurance is a crucial part of financial planning, offering protection and liquidity when it's needed most. Learn more today! 🌐 https://facebook.com/vanwafinancialservices 📞 2792102580 📧 [email protected] #VanwaFinancialServices #LivingBenefits #LifeInsurance #MortgageProtection #RetirementFund #LifeInsurance #TermLife #UniversalLife #CollegeSavings #RetirementPlanning #EstatePlanning #Annuities

4/24/2024, 6:03:00 PM

Life Insurance is a financial tool. It is not a harbinger of something terrible about to happen. It is part of a strategy to protect a family’s legacy, provide financial stability, and allow for peace of mind. These Six are some of the most applicable places for life insurance. If any of these are on your radar as needing attention, contact a licensed life insurance professional (Preferably me, 😁) and let’s discuss your needs and options to meet them. #lifeinsurance #lifeagent #getlifeinsurance #financialprotection #collegesavings #legacyprotection #generationalwealth #taxadvantaged #iul #termlife #fomowiththeromo

4/24/2024, 5:40:56 PM

Investing in a 529 education savings plan allows tax-free growth and withdrawals for qualified educational expenses, such as tuition and books. While contributions aren’t federally deductible, many states offer tax breaks for them. With the Secure 2.0 Act, unused 529 funds can now be rolled into a beneficiary-owned Roth IRA tax- and penalty-free, within limits, making these plans even more beneficial. This strategy is ideal for those prioritizing tax-efficient savings for college, maximizing the educational and financial benefits for students. Contact [email protected] to tap into expert filing, planning, and tips. #529plan #education #savings #taxfreegrowth #investment #secureact #taxplanning #collegesavings #financialplanning #rothira

4/24/2024, 5:03:19 PM

Pre-School Graduations are just around the corner 📚. They'll be moving up and what better way to support their future education then by giving them an impactful gift for their future. Our Gift of College gift cards are the perfect gift for these little graduates. Ranging from $25 to $200, Gift of College gift cards can be redeemed into any 529 college savings plan, a tax advantaged way to save for future college expenses. Let's celebrate their accomplishments and provide them with the tools they need to succeed 🎓. Now available at Walmart.com. Shop the link in our bio. #collegesavings #529plans #highereducation #saveforthefuture #giftsthatmatter #giftcards #MaximizeYourReturn #TaxSeasonInvestment

4/24/2024, 4:00:33 PM