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Image for Excess 529 Money…hmmm, what to do?

Jul 27, 2020

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.

Image for Want Triple Tax Benefits? Donate to Scholarship-Granting Organizations

Oct 27, 2019

Want Triple Tax Benefits? Donate to Scholarship-Granting Organizations

Looking to provide scholarship funds to your alma mater or favorite school? Gifting to a scholarship-granting organization (SGO) allows you to do just that while also realizing great tax benefits. Read on for all the details to help you put money in your alma mater’s pocket, while keeping a bit more in your own!

Image for When College Planning Goes Awry

Apr 9, 2018

When College Planning Goes Awry

Not all education paths after high school look the same…so what should you do about that 529 if your child decides to take a different path than traditional college? The good news is you do have options. Whether it’s attending a vocational school, going into the military or immediately joining the work force, your 529 savings aren’t lost. We break down just what your choices are and how those will affect you.

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