Reasons why a grandparent-owned 529 plan may make sense
Grandparents may want to explore funding a 529 plan for their grandchildren. Here are some considerations such as the impact on estate plans and student aid.
Grandparents may want to explore funding a 529 plan for their grandchildren. Here are some considerations such as the impact on estate plans and student aid.
A growing number of families are using 529 plans to save for college.
Parents looking at future college expenses are assessing choices for funding college to reduce the debt burden for their children and themselves.
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
Year-end tax planning is an opportune time to connect with clients and review some key topics, including IRA-required minimum distributions, tax-loss harvesting, and annual gifting strategies. 284778