August 26, 2023

Market Roundup: Covering August 21 – 25, 2023; Case Study: Potential Pitfalls to a Backdoor Roth IRA; Q&A Time: Rolling over 529 Plan assets to a Roth IRA

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June 17, 2023

Market Roundup: Covering June 12 – June 16, 2023; Case Study: Secure Act 2.0 provisions for education expenses; Q&A Time: Should we worry about the market breadth?

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August 6, 2022

Market Roundup: Covering Aug. 1 – Aug. 5, 2022; Case Study: Options for Higher Education Savings; Q&A Time: Technology Sector and Self-Directed IRAs

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