Saving for Education

Saving for Education

Last week, we reviewed a book on children, money and values. One topic the book covered was saving for kids’ needs, which typically included either education or providing them a nest egg post-college. The book didn’t provide details on what vehicles were available to...

June 2010 Newsletter

As I’ve discussed in previous newsletters, there have been a number of changes to tax laws in 2010, and there are none that are likely to have a wider impact than changes to Roth conversion rules. The changes have made conversion more attractive – or even...