Case Study: Grandparents Helping Fund College Costs

Published: Aug. 14, 2017, 8:28 p.m.

This week, Research Analyst Nick Antonucci, CVA, Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, cover a financial planning situation about investors who want to help fund college education savings for their grandchildren. They cover the benefits for both 529 Plans and Roth IRAs.