News

Tax Changes for 529 Plans

Federal Law Change (December 20, 2019).  The Federal Consolidated Appropriations Act (2020) was signed into law by the President.  It includes several new provisions related to 529 accounts, effective for distributions made after December 31, 2018: DISTRIBUTIONS FOR CERTAIN EXPENSES ASSOCIATED WITH REGISTERED APPRENTICESHIP PROGRAMS.  Qualified higher education expenses shall include expenses for fees, [...]

2020-01-02T13:39:38-06:00December 31st, 2019|

Help your kid graduate college debt-free

Today, most parents are saving money for their children's college education – 72% of them, according to a study by Fidelity Investments. But some 68% of students still graduate school with student loan debt, at an average of $30,000. Here are three ways you can elevate your savings strategy to help your kid graduate without [...]

2017-01-09T09:55:38-06:00January 9th, 2017|