529 Savings Plans

Thursday, January 23rd, 2020 By: Peter Vander Ploeg, CFP®

Distributions from 529 savings plans Before the signing of the Tax Cuts and Jobs Act of 2017, distributions from 529 savings plans were only considered “qualified” if the distribution was used for higher education expenses (i.e., college expenses). The TCJA expanded the definition of a “qualified” distribution to include elementary and secondary school (K-12) expenses, […] More ›

Talking Taxes

Friday, September 29th, 2017

This week, President Trump and GOP leaders released a proposal for tax reform which would reduce tax rates on businesses and many individuals, kicking off a major legislative push to overhaul the nation’s tax code. More ›

Welcome to Brexit

Friday, June 24th, 2016

“The endless threats about trade deals and GDP per capita from the EU…, instead of cowing the British people, seem merely to have excited their bloody-mindedness. They recognize that they might indeed take a short-term financial hit, but there are some things more important than money.” Andrew Roberts, British historian, in his Bradley Prize speech […] More ›