Articles by Zane Byramji
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Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
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Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how make the most of the leftover funds.
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529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Explore the advantages and considerations of using 529 plan accounts to save for and help fund your grandchildren’s college education.
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The Changing Landscape of 529 Plans
Over the last few years, there have been a number of policy changes related to 529 plans due to the introduction of the PATH Act, Tax Cuts & Jobs Act, SECURE Act, CARES Act, and most recently the SECURE Act 2.0.
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Giving the Gift of an Education to Your Next Generation
Everyone knows and loves the feeling they experience when someone gives them a gift. That experience can be further heightened when the gift comes from a parent or grandparent, regardless of the recipient’s age.