On this episode of Wine and Dime, Kerrie Beene joins us once again. This time we are talking about HSA and 529 Myths.

What you will learn  

• 529 Myths and Facts
• HSA Contributions & Distribution (reminder of what they are vs FSA)
• Amounts you can contribute to both HSA and FSA
• Dependent FSA
• Special Purpose FSA

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If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

Or visit us at www.rootedpg.com/podcasts for full show notes and links!

Wine Pick of the Week

Glenora Wine Cellars - Port

Glenora Wine Cellars is a beautiful winery resort located on Seneca Lake in New York’s Finger Lakes Wine Country. Since we opened our doors in 1977 as the first winery on Seneca Lake, we have been producing award-winning Finger Lakes wines and offering year round hospitality. With daily wine tastings and cellar tours, you not only can taste our high quality wines, but go behind-the-scenes and see where it’s made.

THIS EPISODE WAS PRESENTED BY

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM