Dividend income is a source of financial growth and stability for many investors. While the Internal Revenue Service (IRS) typically taxes dividend income, certain types of dividends...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 10/10/2023
Investing in a child's future is a gift that keeps on giving. One way to help secure their financial well-being is by making tax-free investments on their behalf. These investments...
As higher education costs continue to rise, families must plan and save for their children's educational expenses. One popular tool for saving for education is the 529 plan, named...
Posted by Rosovich & Associates, Inc. on 06/23/2023
Considering moving to a new state? Congratulations. But have you compared the taxation between your old and new states? If it is on a higher level, you will probably have some questions....
Posted by Pat Raskob on 04/24/2022
Many seniors use savings bonds for good reasons. However, they still provide an incredible way to help pay for the college expenses of a young person. Understanding College Savings...
A qualified tuition program, also known as section 529 plans, is an impressive way to prepare to take care of your college finances. What is a Qualified Tuition Program?A qualified...
With many tax benefits available for education, it is evident that the government is interested in making higher education open and more accessible for many people. It can be...
529 state-run plans have always had tax benefits, but recent federal tax law changes have made them even more attractive to many families. Here's what you need to know to get the...
Many baby boomers and retirees prefer to invest in savings bonds because they are safe and convenient investments, but stocks don't always earn interest. Over time, they expire,...