Goodman Financial

Saving for college is about balancing growth, flexibility, and financial aid strategy - and the right combination of tools can make all the difference. Our Financial Planner, Isabella Gomez, breaks down how 529 plans and Roth IRAs work together, what the 529-to-Roth rollover means for families with leftover funds, and the mistakes Texas families should avoid along the way.
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Tax-Optimized Strategies to Save for College: 529 Plans, Roth Rollovers, and Avoiding Common Mistakes - Goodman Financial College costs aren't slowing down, and most families face the challenge of funding higher education without jeopardizing long-term financial goals. The good