If you hope to save for college for yourself or a dependent and have been wondering how to maximize each dollar you stash away, the best tax advantaged college savings plans and their benefits are listed below.
Starting a college savings plan for the kids in your life is a great way to give them a leg up. We can help you set up one of these accounts to give your kids, grandkids, or loved-ones the gift of education:
- 529 Plans
- UTMA or UGMA
- Coverdell
- Mutual Funds
- Roth IRA
Laws change from time to time and we can help you navigate the fluctuations. Let us explain how the Secure Act 2.0 that went into effect December 31st 2022 may have improved your situation.