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Education Savings
What significant change to 529 Plans was created by the SECURE 2.0 Act
Did saving for retirement and a college education just get easier?
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Contributions to 529 plan accounts and the federal gift tax exclusion
How to contribute more than the annual gift tax exclusion to 529 plan accounts.
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EDUCATION SAVINGS VIDEOS
Learn about 529 plans and how they work
Get straightforward answers to your education savings questions in these short videos.
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Can a 529 plan be used after graduating college?
Let your careful financial planning inspire your most creative expression.
Education Savings Calculator
Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine-tune your education savings plan.
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How to use a 529 plan as an estate planning tool
Avoiding estate taxes isn’t the only reason to have a gift planning strategy.
College savings
Education savings options
Learn about different education savings options and what expenses qualify for each one.
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A servicemembers guide to funding education
There is no military special pay for college, but there are programs to help.
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What’s the big deal about 529 plans?
The 529 college savings plan is a straightforward way to pay education expenses.
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Ten big advantages of a 529 plan account
Taxes shmaxes, look at these other great advantages your 529 plan account offers.
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An easy technique to increase the benefits of 529 plans
A creative way to turn 529 accounts into powerful education funding tools.
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Saving for college is like getting a new bike
What will it really take to set aside enough money for your kids’ college educations?
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How to expand annual contributions to a 529 plan
Looking for ways to get more money into your kids’ 529 plan accounts? Read this!
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How much should I contribute to my child's 529 plan
Paying for a child’s college education requires planning and saving all you can.
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Which education savings option is best?
Parents seeking to invest for a child’s education have several options.
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If it behaves like an IRA, then must be an IRA…right?
Consider this tax-advantaged account as part of your education planning process.
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Using your 529 plan - what education expenses actually qualify?
A straightforward look at what education expenses can be paid from a 529 account.
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