February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans

Check Your Balances - A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays

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This week Ross and Dan dive into the listener mailbag and come up with questions around Cash Balance Plans, the tax benefits of I-Bonds and 529 funding strategies. To have your questions featured, email [email protected]! Check this episode out on YouTube. Follow us on Instagram! Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram