529 Savings Plan: A Breakdown

529 Savings Plan: A Breakdown

If you’re contributing to college costs for a child or grandkid, you won’t want to miss this episode of the Retire with Purpose show! Casey discusses an article from Student Loan Hero regarding the 529 Savings Plan and what you should know when it comes to taxes.

Your 2019 Retirement To-Do List

Whether you’re already retired or still in pre-retirement, what are the top 3 things you should do THIS YEAR? Get the details as Casey breaks down his 2019 Guide to Maximizing Retirement Efficiency.
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To Roth or Not to Roth

Did you know that Roth IRAs aren’t always the best option for young savers? Find out why on this episode of the Retire with Purpose show as Casey shares an article from Kiplinger written by previous podcast guest, Jamie Hopkins.
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The #1 IRA Mistake

Don’t make the #1 IRA mistake! Find out how to avoid making this error (and how to correct it before it’s too late) on this episode of Retire with Purpose featuring Casey Weade.
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