Episode #130: Summertime Snooze

When Steve turned on the Zoom to start the podcast, he saw Dave fast asleep. Once Dave explained that, by law, 64 year old men must take a nap at 2pm on warm summer days, they were able to touch on Trump Accounts, Reasons to be bullish on this Bull Market, and Financial Fraud. Unlike Dave, you’ll be wide awake for the entirety of episode 130 of Plan For Life Now. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and 529 Product Program Description, which can be obtained from a financial professional and should be read carefully before investing. Depending on your state of residence, there may be an in-state plan that offers tax and other benefits which may include financial aid, scholarship funds, and protection from creditors. Before investing in any state's 529 plan, investors should consult a tax professional. If withdrawals from 529 plans are used for purposes other than qualified education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax.