CGC

Author

Cody Garrett, CFP®

4 Articles

Articles

Written by Cody Garrett, CFP®

Roth IRA 5-Year Rule Explained (2026 Guide)

Roth IRA 5-Year Rule Explained (2026 Guide)

Investing for Your Child: UTMA vs 529 vs Taxable

Investing for Your Child: UTMA vs 529 vs Taxable

Maxed Out Your Roth IRA, 401(k), and HSA? Do This

Maxed Out Your Roth IRA, 401(k), and HSA? Do This

Should You Hold Bonds in Taxable or Tax-Deferred Accounts?

Should You Hold Bonds in Taxable or Tax-Deferred Accounts?

Get Brad's weekly FI strategies — free