by Jake Weatherford | Mar 10, 2023 | Education Saving Vehicles & Education Funding, IRA, Jake's Take
What happens if you don’t use all of your 529 account funds and there’s no school to be paid for? Castlepoint Partner and Advisor Jake Weatherford, CFP®, explains a new rule from the Secure Act 2.0 that will let you roll your 529 into a Roth IRA.
by Castlepoint Wealth Advisors | Mar 7, 2023 | Education Saving Vehicles & Education Funding, Kristen Buchman, The Castlepoint Team
Castlepoint Advisor Kristen Buchman, CFP®, and her husband, Cale, welcomed Hayden Dean Buchman on January 31, 2023. Hayden weighed 6 pounds, 7 ounces and measured 19 inches. Kristen, Cale, big sister Hensley, and baby Hayden are all doing well.
by Kristen Buchman | Oct 12, 2022 | Education Saving Vehicles & Education Funding, Kristen Buchman
With school in session, it’s a great time to revisit education savings options. Castlepoint Advisor Kristen Buchman, CFP®, provides a helpful refresher on 529 college savings plans and their benefits.
by Jake Weatherford | Sep 8, 2022 | Investment Planning, Jake's Take, The Point
We all have reasons why we want to invest and plan for the future. In this Jake’s Take video, Castlepoint Partner Jake Weatherford, CFP®, discusses how to save for your children or grandchildren using 529 plans, UTMA & UGMA custodial accounts, and custodial Roth IRAs.
