529 Savings Plan: A Breakdown

If you’re contributing to college costs for a child or grandkid, you won’t want to miss this episode of the Retire with Purpose show! Casey discusses an article from Student Loan Hero regarding the 529 Savings Plan and what you should know when it comes to taxes.

The Annuity Debate

Ken Fisher is a famous annuity critic, but is his opinion actually relevant? Find out on this episode of Retire with Purpose as Casey discusses an article surrounding the Ken Fisher annuity debate.
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Quirky IRA Rules

Do you know the ins and outs of your IRA? There are some quirky rules you might be unaware of. Get the scoop on this episode of Retire with Purpose.
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Bucket Savings Strategy

Have you considered using a bucket savings strategy? Get Casey’s thoughts on this episode of the Retire with Purpose show, as he breaks down the pros and cons.
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