Stalt Blog

Retirement means something different to everyone. For many it's a getting a well-earned rest after decades of hard work. Unfortunately,...

If you are like many of our clients, saving for your children’s or grandchildren’s education is a top priority. So what is the best way to begin? A 529 account is a special kind of investment account that you can use to pay for a wide range of education expenses. Your savings in the plan will grow tax-deferred, and withdrawals are tax-free as long as they go to qualified expenses. There are two types of 529 plans: Savings plans are similar to Roth IRAs or Roth 401(k)s; you