What You Can Spend 529 Money On (and What You Can’t)
529 college savings plans can be a great way to prepare for future...
What You Can Spend 529 Money On (and What You Can’t)
Education
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529 college savings plans are one of the most popular ways to save for...
529 Plans – Taxes, Estate Planning, and Funding College
529 Plans – Taxes, Estate Planning, and Funding College
Paying for college isn’t cheap and it’s not getting cheaper, whether you’re planning for kids or grandkids. Here's why a 529 plan is a great first step toward making sure your children or grandchildren can achieve their educational aspirations.