Host Laurie A. Siebert, CPA, CFP, AEP and guest Kevin Brosious, CPA, CFP, discuss education planning in 2013 including education credits, using 529 college savings plans and paying for college.
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Laurie Siebert, CPA, CFP®, AEP®, discussed: Managing Retirement Account Distributions
Laurie Siebert, CPA, CFP®, AEP®, discussed: Everything ROTH – conversions, contributions, backdoor, benefits.
Laurie Siebert, CPA, CFP®, AEP®, discussed: Reviewing the elements of your financial life
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