by Bryce Thompson | Jun 21, 2023 | 401k, Retirement Planning, Uncategorized
Delta recently announced the introduction of a new Market Based Cash Balance Plan (MBCBP) intended to supplement their current 401(k) plan. (“Negotiators’ Notepad 23-17,” 2023). This new MBCBP is a supplemental plan that offers the opportunity for Delta pilots to... by Bryce Thompson | Sep 21, 2022 | College Planning, Tax Planning
Jim has Series I Savings Bonds in his name that have accrued a large sum of interest, but he is struggling to determine how he should fund his children’s college education. He knows that I-bond interest can be excluded from taxes when used for qualified tuition and...