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January 2013

A New Twist on Using 529 Plans to Save for College

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

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.

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