Aspyre Wealth’s Jamie Bosse spoke to Financial Planning Magazine about common challenges she sees when helping clients with 529 plans. Jamie specifically addressed the difficulties that can arise with some plans when clients use 529s to fund K-12 private school. Using...
By Patrick Amy The new tax law enacted in late 2017 extended the use of 529s to include not only secondary education, but K-12 as well. This potentially provides some tax savings opportunities for parents (or others) who need to determine if using a 529 makes sense...
By Patrick Amey Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, and excitement....
By Patrick Amey As a financial planner, I can’t begin to tell you how many questions I get about college saving strategies, particularly 529 plans. And it makes sense, these plans vary by state, the potential tax can be confusing, and people often feel very strongly...
By Patrick Amey What parents need to know about saving for college If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that I get asked about most is...
