The 930 Podcast is designed to educate the masses on taxes and finances. The 401(k) plan is an antiquated concept. So is the 529 plan. That is why we have designed this podcast to educate any and all who are willing to think outside the box. The education starts with math. If you could add a 401(k) plan + 529 plan what would you get? The 930 Plan. Employees and employers want smart, tax-advantaged savings plans that eliminate risk and optimize the sequence of returns for taxation. I encourage all individuals to do a deeper dive into 401(k), 529, and other deferred compensation plans to determine if that’s what’s right for them or if there is another way to safeguard their financial future.

EPISODE ARCHIVES