Roots of Wealth

Roots of Wealth Blog with Dan and Maureen Crimmins

Welcome to Roots of Wealth. A financial blog focusing on life, planning, and interesting information worthy of sharing with you.
Roots of Wealth is proudly managed by Crimmins Wealth Management Located in Ramsey, NJ.
Visit Our Website

Super-funding 529 plans

529 Plans and the New Tax Bill

by Leave a Comment

The new tax bill, signed into law on December 22, 2017, has impacted a number of investment vehicles that may benefit many of us.  One significant change to the 529 Plans is the ability to use these funds to cover private elementary and secondary school expenses.  As a reminder: A 529 plan is an … [Read more...] about 529 Plans and the New Tax Bill

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Superfunding Your 529 Plan – Maximize Your Savings for College

by Leave a Comment

“Superfund” is the federal government's program to clean up the nation's uncontrolled hazardous waste sites. But superfunding a 529 plan isn’t about waste at all. Ironically, learning about superfunding will help your children to learn. 529 plans are very useful and flexible mechanisms for saving … [Read more...] about Superfunding Your 529 Plan – Maximize Your Savings for College

The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.