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Beacon's Spotlight
David Rotatori
10 episodes
1 week ago
Retirement planning, investing and other helpful financial advice with timely updates
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Investing
Business
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All content for Beacon's Spotlight is the property of David Rotatori and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Retirement planning, investing and other helpful financial advice with timely updates
Show more...
Investing
Business
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National 529 day (S1 Ep4)
Beacon's Spotlight
19 minutes 30 seconds
5 months ago
National 529 day (S1 Ep4)

It's national 529 day and I'm going to review some important trends regarding education expense and savings. Then I jump into some state by state differences. And finally, I highlight a recent allowance in 529 plans to utilize account balances to pay down student loans while receiving an income tax deduction.

Beacon's Spotlight
Retirement planning, investing and other helpful financial advice with timely updates