529 Q&A

529 Q&A

We’ve been investing in 529s for our children for almost two decades. Like most of you, we hope to seamlessly combine our 529s with our Coverdell Educational Savings Accounts (ESA), Post 9/11 GI Bill benefits, scholarships, and education tax credits. With more...
THE AMERICAN RESCUE PLAN ACT OF 2021

THE AMERICAN RESCUE PLAN ACT OF 2021

The American Rescue Plan Act of 2021 contains a lot of tax provisions aimed at providing individual financial relief. I’ve condensed the most important aspects of the new law to help you better understand how they may benefit you. ~ Attiyya S. Ingram, AFC
Can I Claim My College Student on My Taxes?

Can I Claim My College Student on My Taxes?

By: Tocarra Barnes – Contributing writer Now that your college student is out of the nest, you may be questioning whether or not you can claim them on your tax return. Here are some key factors for if, when, and how long you may be able to claim your college...