Week In Review
The Trump Administration seems to be working back channels and traditional communications to end the conflict in Iran. But as the event lingers, markets – and economic expectations – have begun to change. Will an extended conflict impact monetary policy? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Events
THIS WEEK | Education Planning: Understanding 529 Plans & New Options | WEBINAR
Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This client-exclusive presentation delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We’ll look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid. We’ll also discuss the new rules around Roths and 529s.
REGISTER →
