Search Results for “529 Plan Fridays” – Edelstein & Company, LLP

529 Plan Fridays

Edelstein — Fri, 14 Aug 2020 13:40:10 +0000

Last week, Tax Partner, Kate Rooney, shared an example of a taxable 529 Plan distribution. Now that we have answered some FAQs and provided an example, let’s see what a 529 Plan looks like in action.

For individuals and families, our objective is to minimize your tax payments, preserve wealth and achieve your long-term goals. Please email us at info@edelsteincpa.com for more information on 529 Plans or any other assistance you may be seeking. To see all of our 529 Plan Friday posts, click here.

529 Plan Fridays

Edelstein — Thu, 06 Aug 2020 18:36:12 +0000

Last week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution.

With today’s circumstances, you may have questions about college and education planning. Please do not hesitate to reach out to your advisor with any questions or email info@edelsteincpa.com to be connected with the right person to assist you with your needs. To see all of the 529 Plan Friday posts, click here.

529 Plan Fridays

Edelstein — Fri, 31 Jul 2020 13:40:57 +0000

In February, Tax Partner, Kate Rooney started sharing insights from one of her presentations on 529 Plans. Previously, Kate had answered, “Should high net-worth individuals consider 529 Plans even if they can afford to cash flow their child’s education?”, “Who are 529 Plans avaiable to?”, and, “What are the limits on 529 Plan distributions prior to college?”. Today, we resume 529 Plan Fridays to provide some additional helpful information.

This week, Kate will answer, “What are some cautionary flags to be aware of with 529 Plans?”

With today’s circumstances, you may have questions about college and education planning. Please do not hesitate to reach out to your advisor with any questions or, email info@edelsteincpa.com to be connected with the right person to assist you with your needs. To see all of the 529 Plan Fridays posts, click here.

529 Plan Fridays

Edelstein — Fri, 03 Apr 2020 13:31:37 +0000

Hear from Tax Partner, Kate Rooney, as she shares her insights and guidance around 529 Plans. Today, Kate addresses the question, “What are Qualified Education Expenses (QEE)?” In our previous post, Kate answered, “What are the limits on 529 Plan distributions prior to college?”

Continue to check back here to learn more from our Q&A session on this topic.

529 Plan Fridays

Edelstein — Fri, 13 Mar 2020 13:43:14 +0000

Tax Partner, Kate Rooney, has been sharing her expertise on 529 Plans by answering a related question on Fridays. Today, Kate will respond to the question, “What are the limits on 529 Plan distributions prior to college?” In our last post, Kate answered, “What are 529 Plan beneficiary rules?”

Stay tuned here for more from our Q&A session on this topic.

529 Plan Fridays

Edelstein — Fri, 28 Feb 2020 15:00:06 +0000

This week’s edition of 529 Plan Fridays will answer the question, “What are 529 Plan beneficiary rules?” Tax Partner, Kate Rooney has been sharing her expertise on 529 Plans by answering a related question on Fridays. The first week, she answered, “Should high net-worth individuals consider 529 Plans even if they can afford their child’s education?” In our last post, Kate responded to, “Who are 529 Plans available to?” Stay tuned to make sure you do not miss out on Kate’s expertise.

If you have any questions regarding our Individual Services to assist with the complexities of your financial and tax obligations, contact Kate Rooney at 617-227-6161.

529 Plan Fridays

Edelstein — Fri, 14 Feb 2020 15:00:58 +0000

Last week, we introduced 529 Plan Fridays, in which Tax Partner, Kate Rooney will answer one question each week about 529 Plans. In January, Kate presented on this topic which generated a Q&A session specifically about 529 Plans.

529 Plan Fridays

Edelstein — Fri, 07 Feb 2020 13:53:59 +0000

Kate Rooney is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an unexpected tax issue before it becomes a problem, Kate is committed to knowing her clients’ needs and what drives them.

One area of expertise for Kate is helping clients financially plan for college. In January, Kate presented on this topic which generated a Q&A session specifically about 529 Plans. Each week, we will share answers to possible questions you might have.