Guest: Brian Boswell

Guest of The Lange Money Hour: Where Smart Money Talks

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The Lange Money Hour has featured some of the country’s
leading IRA, retirement planning and financial experts.

Guest: Brian Boswell

Brian Boswell - Guest

Brian Boswell is a subject matter expert on 529 savings plans. He is responsible for all things 529, including contributing content to the web site, quarterly performance rankings, and media relations.

Brian has worked with 529’s in multiple capacities since 2001. Prior to joining, Brian served as Director of Advisor Distribution to Ascensus College Savings (formerly Upromise Investments, Inc.), the leading administrator of 529 savings and prepaid plans. There he oversaw the advisor-related business of ACS. At FRC (Financial Research Corporation) Brian served as Subject Matter Expert for educational savings research, responsible for developing and overseeing all FRC products and services related to college savings plans.

Brian has been quoted in leading publications including The Wall Street Journal, Reuters, Investor’s Business Daily, MarketWatch, BusinessWeek, Registered Rep, and Ignites, among others. He received a Bachelor of Science from Rensselaer Polytechnic Institute. He holds NASD Series 7 and Series 24 licenses. He is a father of triplets with significant higher education expenses in his future.

The Lange Money Hour episodes with this guest:

Episode 188, February 15, 2017
Saving for College with 529 Plan Expert Brian Boswell
Listen to MP3 | Read Show Transcript

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James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania. He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again. He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans. His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans. Jim’s advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger’s Retirement Reports and The Tax Adviser (AICPA). Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.