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Tag: College Savings

26Nov
0 comments on “Expanded 529 plans offer unique estate planning benefits”

Expanded 529 plans offer unique estate planning benefits

Posted by milhouseandnealon November 26, 2019November 26, 2019in EstateLeave a comment

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...

26Nov
0 comments on “Use a Coverdell ESA to help pay college, elementary and secondary school costs”

Use a Coverdell ESA to help pay college, elementary and secondary school costs

Posted by milhouseandnealon November 26, 2019November 26, 2019in Individual TaxLeave a comment

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...

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10845 Olive Blvd., Suite 190
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  • Client Portal
  • 10845 Olive Blvd, Suite 190, Creve Coeur, MO 63141
  • 314.995.6900
  • [email protected]
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