Education Planning
Learn about Roth IRAs as a potential investment for children, questions to ask and avoid in job interviews, and recent news from the IRS and SEC in this podcast episode with transcript.
It’s possible to fund Roth IRAs for children, and this could be a terrific financial planning move for their futures, although the strategy has limitations.
Brianne C. Smith, a member of the AICPA Personal Finance Planning Executive Committee, discusses how she’s going beyond the headlines to help her clients maximize their savings.
A Q&A addresses student loans, saving for college, and making plans in a changing environment.
Circumspection is called for in funding students’ higher education.
Here’s a rundown of the relief the CARES Act offers for student loan borrowers, who is eligible for it and what clients can do if they’re not covered by the CARES Act or if they’ve become unemployed or had their hours reduced.
A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.
