Amy and Becky Talk Education, Tax Tips, and Ports

Becky Eason is back with us for this episode of Wine and Dime. She's here to talk about education, tax tips and a great Port from Lakewood vineyards. It's always a pleasure to have Becky on the show, we love her insights and knowledge that she brings to the table.

What you will learn this episode

  • Student Loan Interest Deduction

  • American Opportunity Tax Credits

  • Lifetime Learning Credits

  • Refundable - AOTC up to $1,000

  • Non-refund - Lifetime

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Lakewood Vineyards 2020 Port

This scarlet colored port has a big nose of plums and currants. The palate is velvety and warm with lingering notes of cassis and a hint of anise. The perfect accompaniment to cold nights and warm fires. This Port is delicious with flavorful blue cheese or rich dark chocolate.


THIS EPISODE WAS PRESENTED BY

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM