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Indiana 529 Plan: 5 Common Questions
A 529 plan is an investment account mainly for post-secondary education expenses. Money contributed is not deductible, but all earnings accumulate tax-deferred and are distributed tax-free if used for qualified education expenses.
The 529A Savings Plan for those with Disabilities
Caring and helping with financial support for individuals with special needs can be complex. The 529A plan is a good savings vehicle to enhance the financial wellbeing of those with disabilities.
Excess 529 Money…hmmm, what to do?
Having money left over in a 529 account may be viewed as a problem, but it is a problem most of us would love to have.
I’m 27: Here’s My Student Loan Repayment Strategy
As important as it may feel to conquer your student loan debt, do not lose sight of setting money aside for your future. Develop a savings strategy that aligns with your financial goals.
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.
this is our ebook - so we can add from the Resources page if there's anything there as well.
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.