The Modern Investor
Written by Human Advisors, for Human Investors
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Author
Category
- Annual Letters 1
- Bonds 8
- Business Owners 2
- Cash Management 6
- Economy 7
- Education Planning 3
- Executive Compensation 1
- Financial Planning 10
- Forecasting 6
- Housing 2
- Interest Rates 1
- Investing 38
- Legacy Planning 1
- Market Data 7
- Quarterly Commentary 4
- Retirement Plans & Planning 15
- Risk Management 1
- Stocks 19
- Tax Planning 14
What I Did Wrong Saving for Kids
For my wife and me, saving for our kids was always a priority. We have three children, currently between 6 and 11 years old. We were fortunate to leave college without a dime of debt, and it was important to us that our kids have the same opportunity. Here is what we did, and what we would do differently if we were starting over today.
When Does 13,000 = 1,000,000?
529-to-Roth conversion introduces some new planning concepts for new parents and grandparents. And no just for education. We explain how an early 529 contribution of $13,000 could grow to be worth over $1,000,000 in tax-free money for the child.
