529 plans are unique among estate planning vehicles. Ordinarily, to shield assets from estate taxes, you must permanently relinquish control over them. But contributions to a 529 plan are considered...
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Use a Coverdell ESA to help pay college, elementary and secondary school costs
You may be able to save for your child’s or grandchild’s education with a Coverdell Education Savings Account (ESA). There’s no upfront federal tax deduction for contributions, but the earnings grow tax-free...
Setting up a Health Savings Account for your small business
Given the escalating cost of employee health care benefits, your business may be interested in setting up an employer-sponsored Health Savings Account (HSA). For eligible individuals, HSAs offer a tax-advantaged...