News and Updates
Can Retirees Afford to Help Pay Off a Grandchild’s Student Loans?
Full Article Link: https://www.kiplinger.com/retirement/retirement-planning/i-want-to-pay-off-our-grandsons-usd45k-student-loan-debt-but-my-husband-says-we-cant-afford-it-whos-right Quote from Deon Strickland, Ph.D. “This really comes down more to the relationship with the grandson and what they’re trying to accomplish. If the grandson has […]
A Framework for Evaluating Private Clubs, Jet Cards, and Family Offices After a Liquidity Event
When you sell a business, the offers start showing up. Within months of the close, your name is on lists you didn’t ask to be on, and suddenly there’s a […]
The 401(k) Trap: How Retirees With High Savings Are Getting Hit With a Surprise Tax
Full Article Link: https://finance.yahoo.com/markets/options/articles/401-k-trap-retirees-high-130006850.html Quote from Evan Mills “The best thing to look at is Roth conversions, taking money from those pretax accounts and moving it into Roth. That’s going […]
Does 529 Superfunding Make Sense When Your Estate Is Already $40 Million?
Listeners who’ve built real wealth tend to come at 529 plans from a very specific angle. A grandparent recently asked us about combining 529 superfunding with an existing annual gifting […]
529 Superfunding, Evaluating Memberships After a Liquidity Event, and Concierge Nursing
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a question about 529 superfunding and how it interacts with an existing annual gifting […]
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