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529 Plans Redux
April 10, 2020
Each year on May 29 the calendar reminds us of the 529 educational savings plan, and opportunities to fund the plan. However, many people funded 529 plans years ago and are now ready to withdraw the funds for their intended use. Distributed properly, all the earnings in the plan can be income tax free as long as the funds are used for Qualified Higher Education Expenses (QHEE). However, as is sometimes the case, the devil
The CARES Act for Business Owners (webinar)
April 9, 2020
Listen to gain answers and guidance on the CARES Act, Paycheck Protection Program, and Families First Coronavirus Response Act. Panelists: Seth Whicker, CFP®, MS, Principal and Senior Financial Advisor at SYM Financial Advisors Contact: swhicker@sym.com (260) 387-6822 Tom Ackmann, Principal and Senior Retirement Plan Advisor at SYM Financial Advisors Contact: tackmann@sym.com (260) 387-6822 Randy Brinneman, Senior Vice President at Ossian State Bank Contact: rbrinneman@ossianstatebank.com (260) 622-4141
The Benefits of 529 Savings Plans
April 9, 2020
Education costs continue to rise and the task of saving for college or trade school becomes more daunting each year. Fortunately, there is a village of supporters who want to help a child save for their education, including the ancillary expenses required to have a full and enriching educational experience. One of the most efficient and effective ways to accomplish this is by using 529 Savings Plans. 529 Savings Plans 529 Savings Plans are education
Turn a 529 College Savings Plan into a Family Legacy
April 9, 2020
Have you dreamed of leaving a legacy for your grandkids and future generations? Such a legacy does not require a vast fortune or risky investments. Instead, you can give your grandchildren the gift of opportunity (and money). Simply push the use of the 529 College Savings Plan to its fullest potential. Standard Use of the 529 College Savings Plan In case you’re not familiar with the primary benefit of the 529 Savings Plan, it is
Unpacking the CARES Act for your Dental Practice (webinar)
April 3, 2020
Listen to the webinar recorded Thursday April 2, 2020. Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists: Panelists: Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group Angie Daughtery, Lead Advisor, Cloverleaf Advisory Group Dr. Brad Stutler, Stutler Dental Care SYM
