Articles by Zane Byramji
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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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Planning Strategies for Remaining 529 Balances
Excess funds in a 529 Plan? Learn strategies to address this issue.
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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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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.