Beers with Brad – College Savings Plans

 

 

Saving for college? Are you trying to make “Cents” of the changes to 529 Plans? Join us for a fun and relaxed chat over some microbeers and snacks to discuss important changes to College Savings Plans.

If you are already contributing to a 529 plan, reduced deductions in the new 2018 tax law mean you may want to increase your contributions – or even create a second 529 account – to offset higher state taxes.

If you haven’t yet opened a 529 account, this year’s important changes in tax and 529 regulations have made 529 accounts an even more valuable option for parents of school-aged or college-aged children.

Hear about other ideas and options on saving…such as, how the “kiddie Tax” effects UTMA accounts.

Following the brief presentation, there will be an open discussion about anything you wanted to know about saving for college but were too afraid to ask!

 


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Becky Randel
Sales Associate, KI