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7 Money Tips for New Grads

Posted by Zinner & Co. on Jun 13, 2019 6:29:00 AM

It’s June and that means lots of young folks are graduating. For those of you getting ready to walk across the stage and receive your diploma…CONGRATULATIONS! Now, it’s time to start “adult-ing”.

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Topics: debt, financial planning, Financial Planning - College, college

Child Heading Off to College Soon? 3 Important Lessons About 529 Plan Withdrawals

Posted by DeAnna Alger, CPA on Jun 24, 2016 3:00:00 PM

Many of my clients have a child heading off to college in a month or two and have asked about 529 Plan withdrawals to help cover upcoming education expenses. 

Contrary to what some may think, not all withdrawals are tax-free.  Therefore, it is important to understand the basics of 529 plan distributions to avoid paying unwanted federal income tax. While it can be confusing, much like venturing into a college classroom, we’ve broken it down into three simple lessons.   

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Topics: education, 529 plan, income, income tax, withdrawls, college, tuition

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