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...
Image for borrower defense to repayment depicts shadow of college graduate.

November 6, 2019

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Have you heard the term borrower defense to repayment but are not sure what it means? Read More...

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