Posts Tagged: 529 Plans

COVID-19, College Housing and 529 Plans

Received a refund for college housing that you paid with your 529 plan? Learn what to do with it so you don’t pay taxes or penalties. more >

6 Groups Impacted by the SECURE Act

The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and who may pay additional taxes. more >

Wealth Transfer and the Gift Tax Exclusion

The gift tax exclusion can help you pass along your wealth to loved ones tax-free and reduce estate taxes. Learn about the different strategies you can use. more >

2018 Tax Planning: 10 Steps to Take Now

With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies to achieve a more efficient tax result. Here are some planning tips for 2018. more >

What Grandparents Need to Know About Paying for College

The gift of higher education is one that can have a long-lasting impact on your grandchild’s future. But what’s the best way to go about it? Learn the financial considerations — from gift taxes to financial aid — that should be made in partnership with the parents. more >