We are excited to release both a checklist and a flowchart this month. This month, we have a theme! Both resources are related to paying for college.
For Essential and Deluxe members, here are the two resources being released today:
What Issues Should I Consider To Fund My Child’s College Education?: This checklist covers 21 planning issues to identify and questions to ask a client who is thinking about how to fund college for a child.
Is The Distribution From My 529 Plan Taxable?: This flowchart covers the issues related to 529 plan distributions. There are several questions to ask a client to ensure there won’t be any unexpected tax surprises for the client.
What do you think of these two new resources? Send me an email – I’d love to hear your thoughts.