by Katie Brown | Mar 14, 2025 | General, Tax
Taxation of Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how...
by Katie Brown | Mar 7, 2025 | General, Investment, News
529 Savings Plans vs. Prepaid Tuition Plans Section 529 plans are popular education savings vehicles. To choose the type of 529 plan that’s right for you, it’s important to understand how 529 savings plans and 529 prepaid tuition plans work and the...
by Katie Brown | Feb 27, 2025 | General, Investment, News
529 Lesson Plan: High Scores for 529 Plans Looking for a tax-advantaged college savings vehicle that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition? Consider 529 savings plans, a popular way to save for...
by Katie Brown | Feb 21, 2025 | General, News
Education Tax Credits It’s tax time, and your kitchen table is littered with papers and forms. As if this isn’t bad enough, you recently paid your child’s college semester bill, and you don’t know where you’ll find the money to pay the...
by Katie Brown | Feb 13, 2025 | General, News
Estate Planning and 529 Plans When you contribute to a 529 plan, you’ll not only help your child, grandchild, or other loved one pay for school, but you’ll also remove money from your taxable estate. This will help you minimize your tax liability and...
Best-In-State Wealth Management Teams (2025 & 2026) 