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Category: College Financial Planning

CAA education funding
Blog / College Financial Planning

How the CAA Affects Education Funding

The Consolidated Appropriations Act (CAA), signed into law late last year, contains a multitude of provisions that may affect individuals. For example, if you’re planning to fund a college education …

college-financial-planning
Blog / College Financial Planning / Financial Planning

College Savings Showdown: 529 vs. Roth IRA

Many people assume that a 529 plan is the ideal college savings tool, but other vehicles can help parents save for college expenses, too. Take the Roth IRA, for example. …

Blog / College Financial Planning / Financial Planning / Tax / Wealth Management

529 Plans for Elementary and Secondary Education

For many years, 529 college savings plans have offered a tax-favored way to save for higher education. These plans, officially qualified tuition programs, are named for the IRC section that …

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  • How the CAA Affects Education Funding
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