A 529 plan is an investment vehicle created to help pay for the rising cost of college tuition. Currently, 35 states offer 529 college savings plans or pre-paid tuition plans. Contributions to a 529 plan are considered gifts for tax purposes. These plans allow for a 2016 annual exclusion gift of up to $14,000 per year per beneficiary ($28,000 for couples filing jointly) on an after-tax basis while allowing for tax-free growth of those assets as long as the assets are used...Read Post
It’s difficult to match the intensity and excitement of graduating from college and setting out on life’s journey. Personal finance certainly doesn’t hold a candle to it, but careful planning can help smooth the way for those just starting out after college.Read Post
The cover story, entitled “From Giant Business to Small Firm” features input from Scott Dell’Orfano, COO of Boston Private, related to the changing RIA landscape and how large firms are incorporating entrepreneurial talent from this industry.Read Post
Building wealth over the long term takes hard work and careful planning. But wealth creators often need help to teach their children how to use money responsibly...Read Post
With speculation from some investors of a bursting dividend bubble, Tom Anderson, CIO of Boston Private, find's long-term opportunities in high income, low volatility stocks.Read Post
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