Tag: Education Planning
Article
February 8, 2021

Who Gets the Education Tax Credit: Parent, Student, or Relative?
Although the IRS rules around who is eligible to claim the education tax credit can be confusing, the answer is straightforward when you follow these two rules.
Article
November 23, 2020

Financial Planning for First-Time Parents
While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.
Article
April 27, 2020

2020: The Year Required Distributions Aren’t Required
Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 […]