PlanVision Podcasts (2024) - The Benefit of Moving 529 Moneys to a Roth IRA

PlanVision can help with College Aid pro. No additional cost for our clients. Mark Zoril and Jared Reinstein Episode: #46 Podcast Date: 10/18/2024

Is It Effective? Mark Zoril Episode: #45 Podcast Date: 10/17/2024

Not Always! Mark Zoril Episode: #44 Podcast Date: 10/15/2024

Mark welcomes Michelle to PlanVision Mark Zoril , Jason Lynch, and Chris Harrington Mark talks with Jason and Chris about their experience at the 2024 Bogleheads Conference in Minneapolis, MN Episode: #43 Podcast Date: 10/11/2024

Mark welcomes Michelle to PlanVision Mark Zoril and Michelle Plummer Episode: #42 Podcast Date: 9/17/2024

Can Money Help You Deal With It Mark Zoril Episode: #41 Podcast Date: 9/17/2024

Two Examples to Help You Enjoy Your Money Now Mark Zoril Episode: #40 Podcast Date: 9/17/2024

Mark talks with Mike about the service that they offer to expats. Mark Zoril and Mike Wallace at Greenback Tax Service talk about the expat tax services they offer there.  GREENBACKTAXSERVICE Episode: #39 Podcast Date: 9/17/2024

This varies with the topic Jason Lynch Episode: #38 Podcast Date: 8/23/2024

It Does Enhance the 529 Plan a Bit Mark Zoril Episode: #37 Podcast Date: 8/22/2024