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Benefits of a 529 Plan

Education

Benefits of a 529 Plan

Saving for a child’s education can feel overwhelming, but a 529 college savings plan can make it easier and more effective.

Gift tax and 529 plans

Education

Gift tax and 529 plans

Maximize your 529 plan contributions without paying gift tax.

What the ETF?

Investment

What the ETF?

Have you ever wondered "What the ETF?" We go past the acronym, and explain one of our favorite investment vehicles.

529s and Taxes - To Report or Not to Report?

Education

529s and Taxes - To Report or Not to Report?

529 plans are a great way to save for college, but they can also be a source of confusion when it comes to taxes. Here's what you need to kn...

How to make a withdrawal from your 529 plan

Education

How to make a withdrawal from your 529 plan

Here's how to make the most of your 529 savings when making a withdrawal.

Can You use a Roth IRA to Save for College?

Education

Can You use a Roth IRA to Save for College?

Just because you can, doesn't mean you should.

Rolling a 529 Account into a Roth IRA

Education

Rolling a 529 Account into a Roth IRA

Families can now roll over unused funds from their child's 529 plan into a Roth IRA and keep growing their tax advantaged investment.

The unexpected perks of attending a budget-friendly college

Education

The unexpected perks of attending a budget-friendly college

Picking a budget-friendly college might be the secret sauce to a better college experience and post-graduate success.

1 Sign Up = 1 Tree Planted

Investment

1 Sign Up = 1 Tree Planted

As a symbol of the hope and transformation we're planting a tree for every person that signs up for our waitlist.

Stock Market or Real Estate?

Investment

Stock Market or Real Estate?

Weighing up popular long-term investments by diving into historical data and distilling it down, so you don’t have to.

Everything is going up, except wages

Investment

Everything is going up, except wages

If you feel like you're earning proportionately less than previous generations, while producing more work, you're not crazy.

Is Ownership a Thing of the Past?

General

Is Ownership a Thing of the Past?

It’s time to start owning this world instead of renting. No more life as a subscription service.

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Raise Financial Inc, a Tennessee Limited Liability Company, is an internet based investment advisory service. Our internet-based investment advisory services are designed to assist clients in personal investment and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful.

Please consider your objectives and tax implications before investing with Raise Financial Inc. All investments and securities involve risk. Raise Financial does not provide brokerage services.