Decision made: Why 529 plans are a popular choice for college
A growing number of families are using 529 plans to save for college.
Tag: 529 plans
Evaluating choices for funding college
Parents looking at future college expenses are assessing choices for funding college to reduce the debt burden for their children and themselves.
Gifting and estate plans can be priorities at year-end
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
Top three topics for year-end planning
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