Midwest Wealth

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

529s are more than a college savings tool raymondjames.com

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

Dollars and sense: Teaching financial literacy early pays off raymondjames.com

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

Infographic: Rent or buy? Think through where you want to live in retirement raymondjames.com

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success:

Four ways to teach your kids about business raymondjames.com

250 years in the making. Wishing you a happy and memorable Fourth of July.

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

Roth conversions still shine after tax law changes raymondjames.com

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you:

Aligning retirement and estate planning raymondjames.com

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward.

Plan beyond the present raymondjames.com

Had such a fun visit with the Life97.9 team creating some new recordings!