Tax advantages of college savings plans
As college costs continue to rise, it’s more important than ever for families to understand the tax advantages of saving.
Tag: 529 savings plan
The urgency behind year-end planning
The end of year is a critical time for financial planning — with many strategies having a December 31 deadline. Chris Hennessey explains why urgency about financial planning moves may be specific to the final quarter of the year, including: required minimum distributions, gifting, funding a 529 college savings plan, or reviewing asset allocations. Investors