Ohnward Wealth & Retirement

06/17/2026

When families talk about wealth, it’s easy to focus on the numbers. But some of the most important conversations are really about values and purpose.

Here’s a simple framework to help guide that conversation.

06/15/2026

Something to keep in mind.

06/11/2026

Roth IRA, What is CONVERTING?

Roth conversion, Roth IRA strategy, retirement tax planning—should ...

06/10/2026

https://www.youtube.com/watch?v=6hCOVA-twcc

Bloopers first, then...... TOMORROW: Roth IRA Conversion

Just some fun from the gals at Ohnward Wealth & Retirement.

06/08/2026

Daily inspiration.

06/06/2026

June 6 is National Higher Education Day, and it's a great reminder to check in on your education savings strategy!

One of the more exciting updates from SECURE 2.0: 529 plan funds can now be rolled over into a Roth IRA under qualifying circumstances. For families who've been diligently saving for college, this adds a meaningful layer of flexibility.

A few things to keep in mind:
✅ The 529 must have been open for at least 15 years
✅ There are annual and lifetime limits on how much can be rolled over
✅ The rollover counts toward the Roth IRA contribution limit for that year

It's a great example of how financial planning rules are evolving to give families more flexibility. Have questions about how this applies to your situation? Let's chat!

06/05/2026

Explore the ins-and-outs of 529 plans and how to maximize educational savings.

Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.

06/02/2026

From vacations and road trips to camps, concerts, and cookouts, summer expenses can add up quickly. A little planning now can save you a lot of stress later.

Here's how to get ahead of summer spending:
• Make a list before you book — Know what you're spending before the trip, not after.
• Set a "fun money" limit — Give yourself and your family a daily or weekly spending cap for discretionary spending.
• Plan for back-to-school — It comes fast. Factor school supplies and clothing into your summer budget now.
• Compare before you commit — Flights, hotels, and vacation packages vary widely. A little research can save hundreds.

Summer memories don't have to come with a side of financial stress. With a simple plan, you can enjoy the season and still feel good about your finances.

05/20/2026

❓Answer in 3… 2... 1… What matters the most in your life?

When your financial, tax, and legal professionals work together under one roof, you gain clarity, confidence, and control. Build a team that communicates, collaborates, and keeps your strategy aligned, so you can focus on what matters to you.

05/18/2026

Daily Inspiration