How to Avoid Making Mistakes With Your 529 College Savings

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From usnews.com, September 10, 2015 By Kate Stalter There’s no question that 529 college savings plans have distinct advantages. In particular, they allow parents and grandparents to save for children’s college costs without paying any taxes on investment growth until the money is withdrawn. To avoid penalties, the money must be used for qualified education expenses. At… Read more »

Grandparents: Don’t Make a 529 Plan Mistake

Posted by & filed under 529 Planning, Financial Planning.

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From usnews.com, September 8, 2015 By Kate Stalter It’s no secret that baby boomers and Generation X are notoriously poor savers. Whatever the reasons, there are likely large numbers from the boomer and Gen X group who find themselves unable to put away much money for their children’s college educations. Enter the grandparents. According to a… Read more »