Planning for education expenses amid change
A Q&A addresses student loans, saving for college, and making plans in a changing environment.
Education Planning
Look before you leap into a 529 plan
Circumspection is called for in funding students’ higher education.
Options for clients with student loans during the pandemic
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.
Maximizing the higher education tax credits
A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.
