Home-1 - Fontana Financial Planning

Simplifying Your Financial Success

Latest On

THE BLOG

Guide to 529 Distributions

Off to School: Guide to 529 Distributions

August 16, 2024

For most investors, the 529 account is the most used account type to save and invest for a child’s education. This type of account provides for tax-deferral on the growth of the investments and if

Guide to 529 Distributions

Off to School: Guide to 529 Distributions

August 16, 2024

For most investors, the 529 account is the most used account type to save and invest for a child’s education. This type of account provides for tax-deferral on the growth of the investments and if the funds are used for ‘Qualified Educational Expenses’ the funds can be withdrawn tax free.

Our Team Helps You Enjoy Financial Freedom

Planning Areas

Planning Areas

Improving our clients lives through prudent investment counseling.

Tax
Planning

Charitable
Planning

Estate
Planning

Retirement
Planning

Videos

Learn More About Us And What We Do

Video Library

18 Videos

What is an HSA?

How Much is Your Cash Costing You?

What is the Augusta Rule?

How Important Are Taxes

What is the 529 to Roth IRA Transfer Rule?

Time Value of Money: Joe Early vs Joe Everybody

1:05

0:50

Charitable Giving

0:50

The Red Book Story

1:03

Our Planning Process

1:16

1:56

Tennis and Financial Planning

0:55

Business Owner Tax Strategies

1:11

Fitness, Food, and Financial Planning

1:55

Estate Planning

1:56

Contact Us

Get In Touch