Tag: Education Planning
Saving for College: 529 Plans and Beyond [On-Demand Webinar]
In this webinar, you’ll learn how to select the best account to use for college funding and questions to ask yourself when setting your college-savings goal.
Saving for College: 529 Plans and Beyond
In this webinar, you’ll learn how to select the best account to use for college funding and questions to ask yourself when setting your college-savings goal. The presentation will also cover the pros and cons of different funding approaches and gifting considerations for grandparents who are using 529 plans for their grandchildren.
The Latest Trends in College Admissions
College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.
529 College Savings Plans
Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.
Start a 529 Plan to Save for Your Child’s Education
As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.
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.
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.
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 […]