Investing & Retiring

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Asked by Dennis
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Interesting question, however, the use of 529 plan assets - tax-free - are narrowly defined and financing costs are not one of them. For example, you cannot use 529 p...
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Asked by Mary
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Hi - The annual gift tax exclusion allows you to give $14,000 per year to any one person without filing a gift tax return. A married couple who "join" in the gift ca...
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Asked by Per
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Hi - ETFs and mutual funds are similar in their objective: gaining investment exposure to a specific segment of the stock or bond markets or to the markets as a whole....
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Asked by Michael
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Michael, there are many passive options for real estate investments that will relieve you from the 3 terrible T's (Tenants, Termites and Toilets). If you have a taxa...
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