
College Savings 529 Plans
Laurie Siebert, CPA, CFP®, AEP® discusses: “A fresh look at College savings 529 plans – what’s new?”
Laurie Siebert, CPA, CFP®, AEP® discusses: “A fresh look at College savings 529 plans – what’s new?”
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...
Laurie discussed: Bonds- What are they and how are they taxed?