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529 Plans & Tax Time
Some (not all) contributions to your 529 account need to be reported on your tax return, along with some (not all) distributions made from your 529. That's not confusing at all, right?
Important 529 Plan Changes
Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state tax credit. Being an account owner of a CollegeChoice 529 plan is not a requirement to receive the credit.
Family Gifting Strategies
Awareness of gift tax rules is imperative when structuring a strategy. Whether gifting to adult family members or children, there are many ways to find a balanced approach to transferring assets.
New 529 Savings Plan for Disabled Individuals
On March 21, Governor Pence signed legislation allowing Indiana to create the ABLE savings account for people with disabilities. These accounts have favorable tax benefits, but also some drawbacks. Regardless, this could be a game-changer for special needs individuals!
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.