Although it is best to start the college investment process when your child is young, it is never too late to begin. No matter your child’s age, what’s important is that you plan now. Read Article
Provisions of the SECURE Act 2.0 may allow for new flexibility with unused funds in certain education savings accounts. Read Article
529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified expenses. However, it’s important to understand which expenses are qualified and which ones aren’t. Read Article
Federal tax legislation recently changed how 529 accounts can be used. Though individual states may have variations in how they treat these adjustments, one of the most impactful changes is that families can now pay tuition for primary and secondary education using the funds in a 529 plan. Read Article
