News and Updates
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 […]
When a Real Estate Syndication Is Not Performing
One of the most common questions I am hearing right now, from clients and from our podcast listeners, goes something like this. “We invested in a real estate syndication a […]
Best Mining and Metals ETFs to Buy in 2026
Full Article Link: https://www.the-independent.com/us/money/retirement-purchases-regrets-finance-b2922226.html Quote from Evan Mills “Silver kind of sits in between, where it has that hybrid of precious metal and industrial metal exposure.”— Evan Mills, Financial Advising […]
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