Financial Education for Colorado Educators (and those they love). Absolutely Free.
I've been doing some financial presentations for educators in various Colorado school districts. As part of the intro to my presentation I reference the fairly typical "90-minute New Employee Orientation" that school districts often provide for new teachers and that, while these are well-intentioned, they usually fall woefully short of what they could (and should) … Continue reading New Teacher (Financial) Orientation
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
Recently I’ve suggested to two different people something they might want to consider regarding an IRA they have inherited from a parent. While this strategy seems pretty straightforward to me, it was very much a surprise to them so I thought it might be worth a quick blog post (well, "quick" for me :-). This … Continue reading Inherited IRAs and the Sidedoor 401k/403b/457b/IRA/HSA
Fisch Financial 