February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans
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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 checkyourbalances@outlook.com!Check this episode out on YouTube.Follow us on Instagram!
February Mailbag: Cash Balance Plans, I-Bonds, and 529 Plans