Kevan shares his thoughts about the people you need on your team in order to build a great retirement plan. Article originally appeared on Kiplinger.com written by Brian O’Connell and can be accessed by clicking here. Too many Americans aren’t financially ready...
Is A Roth IRA Better Than A 529 Plan? Kevan shares his thoughts about the advantages and disadvantages of two popular tax-advantaged savings options for kids – the 529 College Savings Plan and the Roth Child IRA. Delving into the distinctions between the two,...
What Is The New 529 Rule In 2024? Kevan discusses how the recent SECURE 2.0 Act provides a unique opportunity to transition college savings to retirement savings in the form of a 529-to-Roth rollover. With this powerful and attractive technique now available, this...
Article originally appeared in Dental Economics, the world’s leading print and digital practice management journal for the dental profession. Click here to access to the full article. DEALING WITH A HIGH TAX BURDEN can be a common challenge and headache among...
Coming to a Bank Account Near You – Social Security’s Largest Increase Since 1981 Higher Social Security payments are hitting bank accounts everywhere, as the Social Security Administration granted an 8.7% raise for beneficiaries. The increase, the highest seen since...
Kevan shares his perspectives on the importance of dividends and the ex-dividend date for investors in stocks and mutual funds. Understanding the ex-dividend date: What it is and how it works The ex-dividend date is the deadline for investors to receive the next...