Karly Holland, CFP®, CTS™ February 5, 2024 Education Planning Superfunding a 529 Plan Karly Holland, CFP®, CTS™ February 5, 2024 Education Planning In this blog post, we will explore the ins and outs of superfunding, a strategy that allows contributors to make a substantial impact on education savings while navigating the nuances of gift tax exclusions and lifetime exemptions
Joshua Stromberg, CFP® December 15, 2023 Financial Planning Balancing Generosity and Fairness: A Guide for Parents Gifting to Adult Children Joshua Stromberg, CFP® December 15, 2023 Financial Planning We explore important factors to consider when gifting to adult kids, including tax-advantaged gifting, estate planning, and tax exemptions.
Ara Abrahamian, CRPC® June 1, 2021 Education Planning 529 Plans: Not Just for Paying for College Anymore Ara Abrahamian, CRPC® June 1, 2021 Education Planning 529 plans used to be limited, but recent legislation allows them to pay for much more than college tuition.
