College Planning
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Which Education Expenses are Considered Qualified?

529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified expenses. However, it’s important to understand which expenses are qualified and which ones aren’t. Read Article

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Saving for K-12 Education with a 529 Plan

Federal tax legislation recently changed how 529 accounts can be used. Though individual states may have variations in how they treat these adjustments, one of the most impactful changes is that families can now pay tuition for primary and secondary education using the funds in a 529 plan.  Read Article