Monthly Archives: March 2016

Tax planning for college

As a parent with college-bound children, you are concerned with setting up a financial plan to fund future college costs. If your children are already college age, your goal is to pay for current or imminent college bills. I'd like to address both of these concerns by suggesting several approaches that seek to take [...]

Tax planning for college2019-06-22T21:49:29+00:00

Qualified tuition programs-529 plans

lf you have a child or grandchild who is going to attend college in the future, you have probably heard about qualified tuition programs, also known as 529 plans, which allow prepayment of higher education costs on a tax-favored basis. There are two types of programs: prepaid plans, which allow you to buy tuition [...]

Qualified tuition programs-529 plans2019-06-22T21:49:29+00:00