How a Sec 529 Plan Can Transform Your Family’s Future
Funding a child’s education can be a daunting task for many parents and guardians.
College
Tackle Your Student Loans with Employers’ Educational Assistance Program
If your employer has educational assistance programs, they can use them to help pay student loan obligations for their employees.
Tax Implications of Student Loan Forgiveness
If your student loan debt is forgiven, what are the tax consequences?
Video Tips: An Opportunity to Rollover Sec 529 Plan to a Roth IRA
The SECURE 2.0 Act provides families and students with the option to roll over their leftover funds in a 529 account into a Roth IRA.
Status Of The Biden Administration’s Student Loan Forgiveness
President Biden’s student loan debt forgiveness plan is in the hands of the Supreme Court, but arguments won’t be heard until February.
Sec 529 College Savings Plan Features and Tax Benefits
A common question parents have is, “How might I save for a child’s post-secondary education in a tax-beneficial way?”
Will You Benefit from Biden’s Student Loan Relief?
On August 24, President Biden announced a three-part plan to deal with student loan debt.
Student Loan Debt – Paying and Avoiding It, Plus Tax Benefits
Take advantage of the numerous tax benefits that help minimize the debt and deduct the interest on student loans. Learn more.
Highlights of College Savings Plans (Sec 529 Plans)
Learn more about the benefits of college savings plans.
Education Planning
Planning for a Child’s College Expenses Should Start Early
Congress has provided a variety of tax incentives to help defray the cost of education.