Having funds available for the pursuits of higher education commonly is a financial planning point of interest among our clientele. …
Funding College Expenses with 529 Plans
Having funds available for the pursuits of higher education commonly is a financial planning point of interest among our clientele. …
The SECURE Act
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as The SECURE Act, is a retirement …
529 Education Savings Plan
Under the Tax Cuts and Jobs Act of 2017, the new law expanded the definition of qualified distributions for a …