(760) 692-5700
What is a Simple IRA?

What is a Simple IRA?

“What is a SIMPLE IRA?” This is Catherine Magana with your Savvy Minute.  Today I will give you another easy way tip for you to get Savvy about your finances. Today’s tip will cover “What is a SIMPLE IRA?” A SIMPLE IRA, is a Savings Incentive Match Plan for Employees...
How Will Tax Reform Affect 529 Plans

How Will Tax Reform Affect 529 Plans

Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary and high school tuition. In addition, 529...
Why Choose a 529 Plan for College Savings

Why Choose a 529 Plan for College Savings

Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes.  These types of plans were introduced in 1996 to help taxpayers save for college expenses for a designated beneficiary. A few...