by Vid Ponnapalli | Feb 19, 2020 | Financial Planning, Retirement Planning, Wealth Management
If you are a mid-career professional, chances are you have switched jobs a few times, and considered rolling over funds from your ex-employer retirement plan. So, here you go: In this video, I will present to you the difference between a “Direct”... 
by Vid Ponnapalli | Feb 11, 2020 | College Planning, Financial Planning
Saving in 529 plans for your children or grandchildren has become more attractive with the recent tax law changes. Today, I will explain two such advantages that you must know if you’re thinking of 529 plans. TCJA allows penalty-free and tax-free...
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