College Planning

College Planning

Planning for College

Gulp. Get ready, because it’s coming. The investment in a four-year college or university (and beyond) is growing by leaps and bounds. That means, if you plan on contributing to your children’s education, you better have an investment plan that grows by leaps and bounds, too. Each education strategy comes with its own advantages and disadvantages. Your 360 Financial Advisor will take a comprehensive view of your family situation. Together, we’ll help you determine how to plan for and how to pay for the investment of a four-year degree.

College is a tremendous investment. It’s best to have a plan so you can make it a tremendous experience.

To schedule an appointment with Carl Strozyk, please call us today at 410.893.2100 or submit the brief form below and we'll contact you directly.

Carl Strozyk

"Thank you for your interest in 360 Financial Group. I look forward to learning more about your business goals."

-Carl Strozyk, President

 

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News You Can Use

News You Can Use

i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader

i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader

8/9/2017 12:00:00 AM EDT
2 months ago

As part of its August issue, i95 Business shined a spotlight on Harford County business leaders, and Carl Strozyk of 360 Financial Group is honored to be chosen.

Click here to see the full article on page 49: http://i95business.com/2017/08/partners-financial-journey/

Can I roll my traditional 401(k) account balance over to a Roth IRA?

Can I roll my traditional 401(k) account balance over to a Roth IRA?

7/20/2017 12:00:00 AM EDT
3 months ago

Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA, as long as you meet certain requirements.*

First, you must be entitled to a distribution from your plan. While you can always access your account when you terminate employment, in some cases you may be able to withdraw your own ...

What is a rollover IRA, and do I need one?

What is a rollover IRA, and do I need one?

7/17/2017 12:00:00 AM EDT
3 months ago

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."

When you roll funds over from an employer plan to an IRA, your financial institution may suggest that you use a rollover IRA to receive the funds. Of course, you can transfer those dollars ...