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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.
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.
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?
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.
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.