January 2013

A New Twist on Using 529 Plans to Save for College

Submitted by Weingarten Associates on January 29th, 2013

Last week I was quoted in an article in the Wall Street Journal regarding the use of the Private College 529 savings plan. In the article I described a strategy of segmenting the fixed income portion of college savings and targeting that in the 529 plan. I thought I would use this blog post to go into a bit more detail on this strategy.

New Tax Compromise: What it Means to You

Submitted by Weingarten Associates on January 3rd, 2013

Now that the dust has settled a bit over the much-hyped ‘fiscal cliff’ with regards to the tax portion of the issue, I thought it would be helpful to put some thoughts together regarding what this all means for you. I have decided to break this post into categories based on whether or not one is working/retired and level of income.

Latest Blog Post

Year End Tax Planning Amid Possible Tax Reform

As many of you know there is much discussion in Washington these days about possible tax reform. I emphasize possible since nothing is definite and it may not be definite until after the first of the year.

Archived Blog

The NAPFA Personal Finance Blog
View contributions of NAPFA members across the country about everything from financial planning basics to the need for a fiduciary standard in the financial services industry.

January 2013

A New Twist on Using 529 Plans to Save for College

New Tax Compromise: What it Means to You

Latest Blog Post

Archived Blog

CONTACT US

THE SITE

OUR SERVICES