529 plan vs. Roth IRA: Here’s how families can use both to save for college

Article including quotes from Matt Boelter Viridian Financial Advisor and Shareholder. The article was originally published with Bankrate. To read the full article, click here.

Get In Touch

Share On Social Media

Other Recent Blog Articles

March 2021 Market Update

March 1, 2021

We’ve had many questions from clients about recent market volatility. Over the years, we’ve occasionally used the term “frothy” to describe market behavior. Certain stock sectors are definitely starting to…

Read More

Boeing VIP, VLO, Pension Discussion

February 9, 2021

In this video blog Matt Boelter and Alexa Caplan discuss the options and considerations for Boeing employees who are near retirement or perhaps being offered early retirement. Print Friendly

Read More

Meet Anne Waltman, CPA

December 22, 2020

Anne joined Viridian in August of 2020 as a Tax Manager and CPA. She graduated from the University of Puget Sound with a Bachelor’s in Accounting. After several years in public accounting,…

Read More