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How Will Tax Reform Affect 529 Plans

How Will Tax Reform Affect 529 Plans

Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary and high school tuition. In addition, 529...
Why Choose a 529 Plan for College Savings

Why Choose a 529 Plan for College Savings

Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes.  These types of plans were introduced in 1996 to help taxpayers save for college expenses for a designated beneficiary. A few...
What is a Trust?

What is a Trust?

  What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals and needs, there are many types of...