Video tip: Tax-Advantage Saving Plans for Higher Education
The federal tax code provides two beneficial saving plans that allow tax-free withdrawals for qualified education expenses. Watch for more details.
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Education Planning
Tax Benefits When Saving for College Education
Learn about the tax benefits when planning for a child’s higher education
Congress Adds More Uses for College Savings Plans (Sec 529 Plans)
Congress originally created the Qualified State Tuition Plan, often referred to as the Sec 529 Plan, as a tax-beneficial incentive for parents, grandparents, an
Education Planning
What You Need to Know about Student Loan Interest
If you are considering borrowing funds to finance your college education or that of your spouse or children, it is important that you understand that the studen
Education Planning
Big Changes to College Savings Plans
Tax reform added some new taxpayer-advantageous changes to college savings plans. These plans are also known as qualified tuition programs (QTPs) or Sec. 529 pl
Education Planning
Tax-Advantaged College Savings
Section 529 Plans (named after the section of the IRS Code that created them) are plans established to help families save and pay for college in a tax-advantage
Tax Breaks for Higher Education
Over the years, Congress has continued to enhance tax breaks for students and their parents. These tax benefits provide taxpayers with a large number of options
Coverdell Education Savings Accounts – Planning Your Child’s Education
These accounts, originally referred to as Education IRAs, have been available for over 15 years. These accounts are nondeductible education savings accounts. Th