Here are five 529 plan attributes that make them worthy of appreciation this time of year and as college nears: 1. Tax-Free Growth 529 plan tax advantages put them in…
Reasons to talk about saving for college with your teen from college savings advocate, Patricia Roberts. Tips from someone who’s been there–done that. 4145265-0227
As a parent of a high school student, however, there’s no time like the present to have a candid conversation about college costs and the resources you have available to…
Withdrawing funds is straightforward, but these tips can help you avoid common mistakes.* 1. Stick to qualified expenses To avoid federal income taxes and the 10% penalty on earnings, withdraw…
Here are a few steps you can take now to be better prepared when college decisions and financial commitments need to be made in the months ahead: 1. Take an…
With the year-end holiday season just around the corner, the time is right for candid conversations with friends and family about gift-giving preferences. It is anticipated that approximately $265 billion…
How will your kid pay for college when the time comes? Unsurpassed tax benefits for families using a 529 plan can make a real difference. Learn more about the benefits…
A 529 plan is a flexible way to save for college. Your college savings can be used for all kinds of qualified expenses like tuition, books, supplies, and equipment. Computers…
Investment fees are easy to ignore because the jargon is confusing or they’re hidden in the fine print. So, it’s important to know how and how much. Learn more about…
By way of background, when our now recent grad was born, his father and I were still repaying a significant amount of student loan debt that we had accumulated to…