by Katie Brown | Oct 31, 2024 | General, Investment, Tax
Income Tax Planning and 529 Plans The income tax benefits offered by 529 plans make these plans attractive to parents (and others) who are saving for college or K-12 tuition. Qualified withdrawals from a 529 plan are tax free at the federal level, and some states also...
by Katie Brown | Mar 29, 2024 | General, Investment
529 Plans vs. Other College Savings Options 529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options. Mutual funds Mutual...
by Katie Brown | Sep 29, 2023 | General, Investment
The Benefits of Early Starts in College Savings Planning ahead now can result in brighter futures. When kids enter our lives, we often live in the moment instead of planning ahead. We should consider, though, that it’s never too early to start investing in our...
by Katie Brown | Sep 30, 2022 | General, News
SEPTEMBER IS COLLEGE SAVINGS MONTH Planning ahead now can result in brighter futures. It’s never too early to start investing in our children’s future—literally. September is College Savings Month, which makes now the perfect time to consider how we can contribute to...
by Katie Brown | Sep 16, 2022 | General
529 Plans: The big questions answered For National College Savings Month in September, we discuss several burning issues about these popular college savings vehicles. Assets in 529 college savings plans more than doubled in ten years, topping $370 billion at the end...
Best-In-State Wealth Management Teams (2025 & 2026) 