144. Saving for College and Retirement (at the same time)!
Saving for your kid’s College education. Saving for your own retirement. Which should you do first? Which is more important? Do you really have to choose between one or the other? Or is there a way to work towards both goals simultaneously? That’s...
Saving for your kid’s College education. Saving for your own retirement. Which should you do first? Which is more important? Do you really have to choose between one or the other? Or is there a way to work towards both goals simultaneously? That’s the topic Vince discusses on this episode of CFO at Home with Dan Cieniewicz, Certified Financial Planner with Hyperion Financial. You can learn more about Dan and Hyperion Financial by going to hyperionfp.com
Key Topics:
(01:38) It's all about saving for college and retirement in that intersection
(08:12) College savings and retirement planning are foundational
(14:07) The 529 plan can be a great tax planning tool
(25:09) 401Ks and the IRAs
(33:01) Saving in a Roth IRA for college
Ways to contact/follow:
Contact the Host - vince@thecfoathome.com
