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529 Plans

Will the Recently Passed Pension Legislation Affect You?  

Submitted by Desmond Wealth Management, Inc. on June 19th, 2023

The President, on December 29, 2022, signed the Consolidated Appropriations Act, 2023, which is the “omnibus spending bill” Congress needed to pass to avoid a government shutdown. That legislation also included the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, a.k.a.

Tags:
  • 401(k)
  • 529 Plans
  • Emergency Fund
  • Estate Planning
  • Financial Planning
  • investment
  • Pension
  • Retirement
  • Roth IRA
  • Savings
  • SEP-IRA
  • Tax Credit
  • Tax Law
  • Tax Planning
  • Traditional IRA
  • Wealth Management
  • Read more

Tax and Personal Finance Tips for New Parents

Submitted by Desmond Wealth Management, Inc. on May 11th, 2023

Expanding your family? Whether you’re in the planning stages or your bundle of joy has already arrived, raising a child is one of life’s greatest joys — and biggest expenses — and we're not just talking about the costs of college.

Tags:
  • 529 Plans
  • Children
  • Education Funding
  • Emergency Fund
  • Estate Planning
  • Family
  • Financial Planning
  • Inheritance
  • Power of Attorney
  • Savings
  • Tax Credit
  • Tax Deductions
  • Read more

Sec 529 College Savings Plan Features and Tax Benefits

Submitted by Desmond Wealth Management, Inc. on May 8th, 2023

A common question parents have is, “How might I save for a child’s post-secondary education in a tax-beneficial way?” The answer depends on how much the education is expected to cost and how much time is left until the child heads off to college or a university or enters an apprenticeship program.

Tags:
  • 529 Plans
  • Children
  • Education Funding
  • Family
  • Gift Tax
  • investment
  • Savings
  • Read more

What’s in the SECURE 2.0 Act?

Submitted by Desmond Wealth Management, Inc. on January 31st, 2023

The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022.

Tags:
  • 401(k)
  • 529 Plans
  • Emergency Fund
  • Financial Planning
  • Retirement
  • Roth IRA
  • Savings
  • Traditional IRA
  • Read more

Start Off on the Right Foot for the 2023 Tax Year

Submitted by Desmond Wealth Management, Inc. on January 29th, 2023

Individuals and small businesses should consider various ways of starting off on the right foot for the 2023 tax year.

 

W-4 Updates

Tags:
  • 529 Plans
  • Business
  • Charitable Giving
  • Children
  • Family
  • Retirement
  • Tax Planning
  • tax return
  • Read more

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

Submitted by Desmond Wealth Management, Inc. on October 16th, 2021

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. 

Tags:
  • 401(k)
  • 529 Plans
  • DAF (Donor-Advised Fund)
  • Emergency Fund
  • Estate Planning
  • Financial Planning
  • HSA (Healthcare Savings Account)
  • Retirement
  • Roth IRA
  • Tax Planning
  • Traditional IRA
  • Read more

One of the Best-Kept College Savings Secret – 529 Plans

Submitted by Desmond Wealth Management, Inc. on October 16th, 2015

September is College Savings Month, and many states will be striving to educate families and future students on how to save wisely for what may be one of the biggest and most important investments in their lives. An easy and affordable way to plan ahead for the cost of college is to use 529 plans. There are, however, many misconceptions surrounding them.

Tags:
  • 529 Plans
  • Education Funding
  • Read more
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