Becoming Financially Confident
Savings Account vs 529 vs the New Trump Account for a New Grandbaby
1:00:40
Join Ralph Estep Jr (licensed public accountant) & Juliet (not an accountant) as they dive into:
What options are there saving for a grandchild (savings account, Trump Account, 529)
Annual Notice of Change are being mailed out before September 30, and why it matters even if you're not the one on Medicare
Why naming beneficiaries for your 401K and IRA + a story where a missing beneficiary name…