Podcast Episode 14: Investing Part 4: Saving and Investing for College with a 529 College Savings Plan

I just released Episode 14 of the Teaching You To Fisch podcast. This episode looks at the advantages of using a 529 College Savings Plan to save and invest for postsecondary education. Slides Transcript It's available on Spotify, Apple Podcasts, and YouTube, and I've also embedded it below. As always, feedback is appreciated. https://www.youtube.com/watch?v=sxb1ZdlB7oo All … Continue reading Podcast Episode 14: Investing Part 4: Saving and Investing for College with a 529 College Savings Plan →

Should I Invest in My Traditional, Roth, or Taxable Account?

IT DEPENDS! Okay, I really wanted to just leave this as a two-word blog post, but I decided that probably wasn't all that helpful. The genesis of this post was a discussion on Facebook where people were giving advice about what account someone should invest money in. Often these folks are really big fans of … Continue reading Should I Invest in My Traditional, Roth, or Taxable Account? →

Colorado’s 529-to-Roth IRA Rollover Now Available

I've written previously about how the Consolidation and Appropriations Act of 2023 now allows account holders to transfer money from 529 plans to the beneficiary's Roth IRA beginning in 2024. Now that we're in 2024, Colorado's CollegeInvest 529 Plan (Direct Portfolio plan) has now posted the necessary form. While hopefully you are in the Direct … Continue reading Colorado’s 529-to-Roth IRA Rollover Now Available →

Updated College Invest First Step and Matching Grant Program Information

Two days ago I wrote about the College Invest Matching Grant Program, which also referenced an earlier post about the First Step Program. As a result of some questions I was asked by readers (thanks!), I dug a little deeper into the terms and conditions and then also called College Invest to confirm some important … Continue reading Updated College Invest First Step and Matching Grant Program Information →

Colorado College Invest 529 Matching Grant Program

Read this for updated Info as of 10/6/23 I've written previously about the College Invest First Step Program, which can give you up to $2,600 ($100 bonus plus up to $2,500 in matching contributions) in your 529 program (per child) between birth and age five. If your child(ren) is over age five (and under age … Continue reading Colorado College Invest 529 Matching Grant Program →

Colorado Teachers Just Got a Big Raise: Now What?

First, I need to apologize, because not every Colorado teacher just got a big raise. But due to a confluence of circumstances, quite a few did. These circumstances include: The state legislature having surplus dollars and finally deciding to try to make up for the years of underfunding of K-12 education (known, I kid you … Continue reading Colorado Teachers Just Got a Big Raise: Now What? →