529 Plans
Obscure and Overlooked Tax Deductions, Credits, and Benefits
Submitted by Desmond Wealth Management, Inc. on October 17th, 2023As tax time approaches, here are some tax issues that taxpayers frequently overlook, ranging from obscure deductions to overlooked tax credits and benefits. Of course, not everything can be included since the tax law has grown significantly in complexity, and it would take a thick book to list everything.
Will the Recently Passed Pension Legislation Affect You?
Submitted by Desmond Wealth Management, Inc. on June 19th, 2023Tax and Personal Finance Tips for New Parents
Submitted by Desmond Wealth Management, Inc. on May 11th, 2023Sec 529 College Savings Plan Features and Tax Benefits
Submitted by Desmond Wealth Management, Inc. on May 8th, 2023What’s in the SECURE 2.0 Act?
Submitted by Desmond Wealth Management, Inc. on January 31st, 2023Start Off on the Right Foot for the 2023 Tax Year
Submitted by Desmond Wealth Management, Inc. on January 29th, 2023Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Submitted by Desmond Wealth Management, Inc. on October 16th, 2021Whether 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.
One of the Best-Kept College Savings Secret – 529 Plans
Submitted by Desmond Wealth Management, Inc. on October 16th, 2015September 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.