College Savings Plan – The Burns Firm – Advisors of Complex Financial Matters

529 College Savings Account: Important Things To Know

July 9th, 2024|Categories: 529 Plan, Burns Firm, College Savings Plan, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Services, Tax, Tax Advisor, The Burns Firm|Tags: 529 Account Withdrawals, 529 College Savings Plan, 529 Withdrawals for K-12 Tuition, College Savings Plan, CPA, CPA Advisor, cpa near me, Dallas CPA, tax, tax advisor, Texas CPA, The Burns Firm, What Can I do With Leftover Money in a 529 Plan|

Have you set up Section 529 college savings plans for your children or grandchildren? The major advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free and usually state-income-tax-free. But there can be [...]