Laura Clifford
CPA and president of Fox & Company CPAs who provides tax planning and preparation guidance tailored to physicians and high-income professionals; appears in the episode's sponsor/tax segment.
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Dec 25, 2025 • 59min
WCI #451: Roth IRAs and 529s
In this discussion, the Student Loan Expert shares insights on recent changes to federal student loan programs, including updates on repayment plans and Public Service Loan Forgiveness. Laura Clifford, a CPA and president of Fox & Company, dives into tailored tax planning strategies for high-income professionals. There’s also a thorough exploration of Roth IRA conversions, and the intricacies of managing 529 plans, including what happens when they are overfunded and effective usage strategies.
