Tags » 529 Plan

Benefits of Investing in a 529 College Savings Plan

This post is inspired by this comment “The best investment that you can make is in yourself”, which was made by a reader. Indeed, the best investment is to invest in your personal development or the development of your loved ones. 615 more words


Reaching your dreams takes a lot more than a little bit ‘o luck

Many symbols associated with St. Patrick’s Day signify luck. Shamrocks, horseshoes and the color green are often revered as tokens that promise bounties of good fortune. 463 more words

Now is the Time for Congress to Pass Legislation to Strengthen 529 Plans

This past month both the US Senate and House of Representatives introduced legislation to make enhancements to 529 College Savings Plans. These tax-free plans are used by millions of families to save for their children’s future higher education expenses. 402 more words

Poor timing of 529 withdrawals can cancel tax benefits

529 funds must be withdrawn and used within the same year that expenses are incurred to preserve tax benefits.

Question: My daughter’s college is offering a discount if you prepay in year one for all four years.

285 more words
Paying For College

How much should I save for college?

Most of our clients are saving for college at some point during their time with SH&J. Some are saving for their children and others for their grandkids. 169 more words


Obama Tax Plan: President Goes All In on Confiscation

AP Photo/Evan Vucci

President Obama released hisblueprint for the federal budgetMonday. Unsurprisingly, it is expected to boost federal spending far higher than recent years. 199 more words


How the 'middle class' saved 529 plans

Why did President Obama do such a quick about-face on 529 plans, first proposing to eliminate them and then a few days later dropping that proposal?   583 more words

Paying For College