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For most families, 529 plans play an important role in college planning. Here are the questions other advisors asked our expert, Lynn O’Shaughnessy, about 529s, along with answers that you can share with your own clients.
Given today’s high cost of higher education, many of your clients would appreciate a tuition discount. Some schools will give it and some simply won’t. Use this spreadsheet to see who is generous—and why.
For clients scrambling because their child didn’t get into their dream college, there are still options for matriculating this year. And there are even some advantages to looking for a school late into the summer.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024