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Understanding 529 College Savings Plans
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...
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Webinar Replay: Women Making Financial Decisions With Confidence
Posted in
- Financial Planning
- Financial Planning
- Market Commentary
- Managing Taxes
- Trust & Estate Planning
Our expert panelists will discuss client stories involving changes in career, family and health to illustrate how these women successfully navigated challenging life events.
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