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News, Insight and Opinions

529 Plans and Financial Aid Eligibility

  • 020120
  • 3 minutes

If you're thinking about opening a 529 account, or if you've already opened one, you might be wondering how 529 funds will affect your child's financial aid eligibility.…

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

  • 010920
  • 4 minutes

The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Should you revisit your estate planning strategies?…

Income Tax Planning and 529 Plans

  • 020519
  • 3 minutes

The tax benefits offered by 529 plans make them attractive, but it's important to evaluate the consequences of withdrawals and contributions before you invest.…

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