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529 Savings Plans: Use for K-12
Can you pay for k-12 tuition with a 529 plan? You can now! While this could have a nice tax advantage for families that save, there is some very important information to understand first. We’ve broken down the benefits, the potential traps and ways to get around them.
What To Do With a 529 Plan for a Disabled Child
With TCJA expiring on 12/31/2025, tax-free rollovers are also set to expire. There is, however, a bill called the ENABLE Act that would make tax-free rollovers permanent. The ENABLE Act becoming law seems promising, as it passed the United States Senate in September 2024.
College Costs: What’s a Parent to Do?
Anyone with children knows the cost of a college education is steadily on the rise, and that money has to come from somewhere. So what's a parent to do? We discuss ways to 1) determine how much to save and 2) ways to save for your children's education.
Completing a FAFSA? These Easy Steps Can Save You Time and Money
Following these four steps will take some time, but probably not as much time as you think. And, when you follow these steps, the likelihood of qualifying for financial aid increases incalculably.
What You Need to Know to Save For College and Save On College
The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.
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Putting as little as $100/month into a child's 529 could help you afford the surging cost of higher education.
Learn more in the Family Financial Planning chapter of our How To Build Wealth in Your 40s series.
Schedule a Consultation
We have helped our clients answer these questions and more. If you want a clear understanding of your financial future, and need help making changes to reach your goals, schedule a consultation and we can get started.