Posts Tagged ‘college planning’
529 Plans Can Now Cover More Than College
Here’s some good news about 529 plans that could change how you think about education savings. For years, these accounts have been straightforward college savings vehicles: contributions grow tax-free, and withdrawals for qualified education expenses aren’t taxed. Tuition, room and board, maybe some books. That’s all changed. Recent federal legislation, specifically the SECURE 2.0 Act…
Read MoreEstimating the Cost of College
It doesn’t take a degree in finance to see that the cost of college continues to rise. If your child is approaching college age, a good first step is estimating the potential costs.
Read MoreTips for Getting the Most Benefit from a 529 Plan
There are two types of 529 plans: Prepaid Tuition Plans and College Savings Plans. Here’s how to get the most benefit from either plan!
Read MoreA Lesson in Education Planning
Are you a parent who has spent 18 years teaching their child? It’s time to learn about funding education with the guidance of experts.
Read MoreUsing Life Insurance to Fund Your Child’s Education
Investing in a life insurance policy is one way to prep for your child’s higher education, and can provide extra security in the long run.
Read MoreThe Importance of 529 Plans
Find out how a 529 plan fits into your family’s financial and college plan!
Read More6 Questions About 529 Plans
Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!
Read MoreHelp Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps
For parents sending their kids to college this year, the numbers are staggering: the average out-of-state tuition for a four-year public institution is nearly $25,000.
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