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Funding A College Education? Don’t Forget The 529

September 14, 2016

When 529 plans first hit the scene, circa 1996, they were big news. Nowadays, they’re a common part of the college-funding landscape. But don’t forget about them — 529 plans remain a valid means of saving for the rising cost of tuition and more. Flexibility is king 529 plans are generally sponsored by states, though […]

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AMT Awareness: Be Ready For Anything

September 14, 2016

When it comes to tax planning, you’ve got to be ready for anything. For example, do you know whether you’re likely to be subject to the alternative minimum tax (AMT) when you file your 2016 return? If not, you need to find out now so that you can consider taking steps before year end to […]

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How To Assess The Impact Of A Child’s Investment Income

August 14, 2016

When they’re old enough to understand the concepts, some children start investing in the markets. If you’re helping a child learn the risks and benefits of investments, be sure you learn about the tax impact first. Potential Danger For the 2016 tax year, if a child’s interest, dividends and other unearned income total more than […]

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Are You Sure You Want To Take That 401(K) Loan?

August 14, 2016

With summer headed toward its inevitable close, you may be tempted to splurge on a pricey “last hurrah” trip. Or perhaps you’d like to buy a brand new convertible to feel the warm breeze in your hair. Whatever the temptation may be, if you’ve pondered dipping into your 401(k) account for the money, make sure […]

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