529 Plan Qualified & Nonqualified Expenses

February 6, 2024

Paying attention to 529 qualified and nonqualified expenses for plans can help you avoid needlessly paying a penalty. Presented by Gerard Longo, AIFA®, CPFA®: What are the qualified and nonqualified expenses? You’ve put in the hard Read More...
529A Accounts for special needs individuals depicts photo of graduate and their shadow.

March 27, 2023

The Achieving a Better Life Experience (ABLE) Act created tax-favored accounts for individuals with disabilities. These 529A accounts are intended to Read More...

Accessibility Tools