College Planning

How does a student get to use tax-free money to pay for expenses?

The federal government set up the 529 Plan legislation in 2001 and tax-free distributions were made permanent in 2006.

Scott’s office sets up 529 Plans and helps parents navigate the details to ensure the tax free nature of the distributions.

Recent legislation allows for these plans to cover expenses from K through college.

A very recent new law now allows unused dollars to be converted to Roth IRAs.

The devil is in the details so be sure to consult a knowledgeable planner like Scott.

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