Episode 383: Hear the nitty gritty on how to take distributions from your 529 plan without triggering painful tax consequences. Ryan and Steve also share some tried and true ways to get out of an unwanted timeshare.
Richard Young Associates "Money MD" is a comprehensive financial planning and investment advisory firm dedicated to helping our clients achieve their dreams with financial freedom and security. Our personalized service and strategy is designed to help grow, protect and conserve our clients' wealth through the use of sound planning and Nobel Prize winning investment strategies. Our investment management services are based on strategic diversification and asset allocation designed to help protect your hard-earned money while still achieving your goals and objectives.
Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. When you link to a 3rd party website you are leaving our site and assume responsibility for your use of these sites. The show hosts are Investment Advisor Representatives offering advisory services through Richard Young Associates, a Registered Investment Adviser. A Dave Ramsey SmartVestor Pro is a paid advertising program and does not reflect quality of investment decisions and is not connected to investment returns. Richard Young Associates and Dave Ramsey are separate and unrelated entities.