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529 Plans

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
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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.

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  • 529 Plans
  • Education Funding
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