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When should you switch 529 plans?

Not sure the 529 plan you are using is the best one for you? We've come up with some reasons you may want to move your money to a different plan. Read More

 

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Joe's Blog

06/20: With Governor Bob Riley's signature, Alabama yesterday became the 35th 'state' (including the District of Columbia) allowing its citizens to claim a state income tax deduction for contributions to a 529 plan. Alabama restricts its deduction to contributions made to the state's own 529 plan, as do 30 of the others. What usually complicates the picture--in Alabama even more so than most ot... Read More

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Financial Aid - Impact on various investment vehicles
To preface, I am not a tax guy, I'm an investments guy, so you might understand how perplexed I am by how the EFC is calculated, and how ... Discuss

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