Beyond Bulls & Bears

Time is running out: Is a Roth IRA conversion right for you in 2024?
Wealth Planning

Time is running out: Is a Roth IRA conversion right for you in 2024?

Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Our Bill Cass explains when a Roth conversion may make sense.

Navigating financial aid: New FAFSA rules and tips for families
College Savings

Navigating financial aid: New FAFSA rules and tips for families

Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula. Our Bill Cass highlights what you need to know to apply for federal financial aid for college.

College-bound high school juniors and seniors focus on a strong finish
Wealth Planning

College-bound high school juniors and seniors focus on a strong finish

The last two years of high school can be particularly important as students approach the final college decision. Our Bill Cass highlights some action items for students and parents.

Kick off your college planning during the first two years of high school
Wealth Planning

Kick off your college planning during the first two years of high school

Families may want to consider a comprehensive plan for college, including actions to take during the high school years, and consider how a 529 plan can help guide savings. Our Bill Cass offers details on college planning.

Advisors’ top 529 questions, answered
College Savings

Advisors’ top 529 questions, answered

Our recent 529 Month webinar focused on how 529 plans are used, the impact on federal financial aid, and expanded uses. Here are some of the leading topics discussed.

Reasons why a grandparent-owned 529 may make sense
College Savings

Reasons why a grandparent-owned 529 may make sense

A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.