College Planning

529 College Savings Plans

By Ashley Rittershaus on October 26, 2020 in College Planning, Investing

College tuition has historically increased a whopping 6% annually, which makes investing early for college so important. 529 plans are an excellent, tax-free way to save for higher education expenses. How Much to Contribute A contribution to a 529 account is considered a gift

Tax Topics: Year-End Planning, Gifting, and News from the IRS

By Joyce L. Franklin on October 21, 2018 in College Planning, Estate Planning, Taxes, Wealth Planning

In addition to time off and connecting with family and friends, the end of the year brings important tax planning opportunities. In context of the new tax law, we explain a few strategies and give an update about what’s happening at the IRS.

Tax Cuts and Jobs Act of 2017

By Joyce L. Franklin on October 21, 2018 in College Planning, Estate Planning, Taxes

This major tax reform will benefit corporations and the mega-wealthy beginning in 2018. For many individuals, the new law will add complexity. Many of the new provisions expire after December 31, 2025, at which time tax rules revert back to 2017 law. We’ve compiled a list of the provisions that will likely affect our individual clients. Stay tuned for new tax strategies that will emerge from these rules.

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