What is a 'qualified higher education expense' for 529 funds?
Under 529 college savings plan rules, tuition obviously is an expense you can use the tax-advantaged funds to pay for. But what about other expenses?
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Under 529 college savings plan rules, tuition obviously is an expense you can use the tax-advantaged funds to pay for. But what about other expenses?
We had a chance to talk toBryan Jones from Pension Administrators, LLC about the Secure Act 2.0 passed last December.
John Mills is a Napa registered investment adviser and certified financial planner. Catch up on his latest recommendations here.
If you’re self-employed or have other income without any tax withholding and you make quarterly estimated tax payments, then you already know that Jan. 16 marks the deadline for your final 2023 payment. But according to a survey from online tax preparation company TaxSlayer, 57% of Americans are not confident about their understanding of the tax […]
An overview of recent tax-law changes, tax planning insights and tax reminders to help position your business for financial success in the coming year.