Frequently Asked Questions on Opening a 529 Plan Account
529 Plans are known for their flexibility for college savings. We answer some frequently asked questions in this week’s Financial Tip.
529 Plans are known for their flexibility for college savings. We answer some frequently asked questions in this week’s Financial Tip.
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.
Unhappy with your current 529 Plan? Consider a “same beneficiary rollover” to a new plan. Learn your options in this week’s Financial Tip.
K.C. Smith, CFP®, Senior Associate for Henssler Financial addressed a question from a Kennesaw State University Student. Nicole Carder asks how her family should go about resolving their student loan debt. K.C. provides insight into how investing may be the option for them but how it truly boils down to their risk tolerance.
In addition to loans, financial aid includes scholarships, grants, and work-study jobs. Read all about it in this week’s Financial Tip.
Our experts spend some time on a case study of a family who was looking at an empty nest in two years when the children went to college, but now find themselves expecting a new bundle of joy.
529 plans may offer more potential tax benefits, but Roth IRAs offer greater flexibility for parents older than 59½. Read all about it in this Financial Tip.