Zinner & Co. Blog and Newsroom

9 Keys to Education Planning

Posted by Zinner & Co. on Sep 12, 2019 5:48:00 AM

 

Whether your children (or grandchildren) are 2 or 20, there’s one big thing probably weighing on your mind: How to pay for college. You’re not alone. According to recent studies, 42% of parents surveyed say their top money concern is paying for their child’s education.

The figures are daunting. Estimates project the cost of yearly tuition at a private college will be over $130,000 per year by the time today's grade schoolers reach college. The key to tackling these overwhelming figures is to have a strategy and long-term approach to saving for higher education.

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Topics: education, financial planning, Financial Planning - College, 529 plan, college, tuition

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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