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Is The Distribution From My 529 Plan Taxable?
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(New) Investing money into a 529 plan can be an effective strategy to save for college. There are, however, some overlooked nuances related to some 529 plan distributions. And often times, those nuances are not addressed (or even discovered) until…
What Issues Should I Consider To Fund My Child’s College Education?
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(New) This checklist covers 21 of the most important planning issues to identify and consider when a client is trying to determine how to fund college. It’s structured as follows: Financial Aid Issues Funding Issues Qualified Account Issues Tax Planning…