Take a look at one of the ways we partner up with amazing charities to encourage and deliver financial education, including to the younger generations ✏️
If you think, as I do, that educating people about how to manage financial affairs, saving, investing, pensions and business, you might want to sign this petition calling for mandatory financial education in all schools (I would add universities to this too!!) @cameronholtmyp https://lnkd.in/e878mE7r
Copy & pasted - not my words. I do wholeheartedly agree though! Please do sign. If you think, as I do, that educating people about how to manage financial affairs, saving, investing, pensions and business, you might want to sign this petition calling for mandatory financial education in all schools (I would add universities to this too!!)
Did you know that up to $35,000 of unused 529 funds can be rolled into a Roth IRA thanks to recent changes? DM me with questions or attend my session on college savings vehicles at one of this fall’s financial aid conferences here in EASFAA. #529savings #saveforcollege #financialaid #highereducation
Recent changes to the SECURE Act 2.0 include an option for using 529 plan leftovers that avoids penalties for nonqualified withdrawals. The updated Act allows the 529 beneficiary to use up to $35,000 of leftover funds to open a Roth IRA. HBKS Financial Advisor Brett Dusch provides specifics. #RetirementPlanning #SecureAct #FinancialAdvisor
Recent changes to SECURE Act 2.0 include an option for using 529 plan leftovers that avoids penalties for nonqualified withdrawals. The updated Act allows the 529 beneficiary to use up to $35,000 of leftover funds to open a Roth IRA. HBKS Financial Advisor Brett Dusch provides specifics. #RetirementPlanning #SecureAct #FinancialAdvisor
Did you know the SECURE Act 2.0 includes an option for using 529 plan leftover funds that avoid penalties for nonqualified withdrawals? The updated Act allows the 529 beneficiary to use up to $35,000 of leftover funds to open a Roth IRA. HBKS Financial Advisor Brett Dusch breaks down the details. #RetirementPlanning #SecureAct #529Plan #FinancialPlanning #RothIRA
Exciting News for 529 Plan Holders! Are you wondering what to do with the leftover funds in your 529 plan now that your child has finished their education? The new Secure 2.0 Act offers a game-changing option: rolling over those assets to a Roth IRA. Our latest blog explores the traditional options for leftover 529 funds, details of the Secure 2.0 Act, and how you can benefit from this new rollover provision. #529Plans #RothIRA #FinancialPlanning #SecureAct #TaxAdvantage #Savings Learn how you can benefit. 👇
Starting in 2024, you can roll over unused 529 plan funds into a Roth IRA for your beneficiary. This new rule provides even more flexibility and security for your college savings, ensuring those funds continue to work toward your child's financial future—even if they don’t use it for education. Learn more: https://lnkd.in/eCDtTFpM #TomorrowsScholar #CollegeSavings #RothIRA #FinancialPlanning
👉 Financial Planner CLU®, CHS | Empowering Business Owners and Professionals for Over 19 Years
A Certified Financial Planner provides perspective on the TFSA vs. RRSP question for a couple in their late 50s who have received a $200,000 inheritance. #moneytalk #financialplanner
Understandable, school fees sky rocketed🤯 And if you want to further your own education, I understand Great article
Discovery found it surprising that one in five claimants said they would use the money for education. #Moneyweb #TwoPot https://ow.ly/4wtx50TzFsb
𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗲𝗿 | 𝗘𝗻𝗱𝗲𝗮𝘃𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 | 📈 Accelerating individuals & business owners to realise their financial goals
Tired of struggling to understand all the different aspects of personal finance? Everyone knows that financial education improves peoples lives It helps to reduce money worries, which has a significant impact mental wellbeing The more informed people are, the better the financial decisions they can make, and ultimately, the better lifestyle they can live But personal finance isn’t taught in schools 🤯 People leave the education system having been taught the periodic table, yet have no idea how credit cards, mortgages, pensions, or taxes work Things that would actually have a positive impact of their lives, in the real world If Governments aren’t going to educate you, then I urge you to take responsibility to enhance your knowledge and understanding yourself The sooner you get to grips with the basics, then the better position you’ll be in to make coherent decisions Thus enabling you, and your family, to live a better, more prosperous, future Unfortunately, not everyone can access a financial planner in the UK due to the huge advice gap, however there’s so much invaluable information available that good, regulated, financial planners are creating digitally so please take some time to digest some and improve your knowledge It’s the main reason why I’ve been posting for the last 3 years to educate and inspire others to take action themselves for a brighter future Hopefully, I’d like to think that Michelle and I will be able to educate our two to have control of financial futures; not just reading Peppa Pig books like this photo last year (which Callum's faces makes me laugh everytime 🤣) #EndeavourFP #FinancialEducation #PersonalFinances #KnowledgeIsPower Approved by In Partnership FRN 192638 08.05.2024 Endeavour Financial Planning Limited is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registration number: 07527645 Registered in England and Wales
