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The Tax Impact Of A 529 Rollover

Thirty-four states offer some sort of tax deduction or tax credit for contributions made to a 529 plan. more

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Pros And Cons Of Section 529 Plans

A Section 529 college savings plan can be a tax-smart way to help your children pay for their higher education. But you should also be aware of... more

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How Can Grandparents Help with College Costs?

If your grandchildren are fortunate enough to have you chip in with their college costs, there are a few things you need to be aware of before you start writing checks. more

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4 Tips For Assembling A College Savings Plan

Sooner or later, most parents hoping to send their children to college must face a harsh reality... more

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How To Balance The Three Big Saving Priorities

In the modern era, three primary saving objectives have emerged for most people: (1) saving for retirement; (2) saving for your children's college educations; and (3) saving for emergencies. more

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When Will New College Grads Be Able To Retire?

...the average projected retirement age for new college graduates has jumped to 75—more than a decade later than the current average retirement age of 62. more

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Financial Aid for College: A Few Tips

Key to understanding financial aid eligibility is learning how financial aid formulas work. more

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New Ways To Influence The Next Generation

The Tax Cuts And Jobs Act of 2018 (TCJA) gives you more good reasons to help your children, grandchildren, great nieces and nephews. Any amount you give to a 529 account that's used to pay for...

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