Search Results for : 529


529s and the New Tax Law 2018
Hey everyone, it’s Finance Fridays again. I’ve been talking way too much about cryptocurrency lately, so today I wanted to do something different. Today we’re going to talk about 529s and the New Tax Law 2018. New Year, New Taxes So in the new year, I received a nice little notice from my 529 – Utah Educational Savings Plan (UESP) account. It talks about the implications of the new federal tax law and how it could […]

529s and the New Tax Law 2018 #illumedati


More About 529s 1
Hey guys, it’s Whatever Wednesdays again and I made a few changes to my 529s this last week. I went back through my old posts on 529s and I realized that I didn’t really get into asset allocation and rebalancing as much as I wanted to. So today Let’s Talk More About 529s. Ok first things first… Before you read this post, please read the prior posts: Talking the Talk What is a 529? Choosing a […]

Let’s Talk More About 529s #illumedati




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My previous posts about 529s were Finance Fridays posts which can be found here: What is a 529? Choosing a 529 Wait… but today is Whatever Wednesdays… Why are we talking about 529s? Well, you see a colleague and I mine were talking about them yesterday, and I felt it was good discussion. It also helped me to understand how people may view 529s. While its benefits seems “obvious” to me, it is less obvious […]

Let’s Talk About 529s



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This is a followup to this post – What is a 529? Please read that one first before continuing on to this one, if you haven’t already. I hope by now I have convinced everyone that a 529 is a great option for saving for college. For simplicity’s sake, think of it like this: You put away money for college and although the contribution itself is not deductible, it can grow federal tax-free AND is […]

Choosing a 529


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So when people talk about finance, investment, retirement, etc. they always just throw 3 numbers at you (529 – College Savings Plan is one of them). “I maxed my 401k, but need to rebalance my 403b. Then I need to contribute some more to my 457b. I also need to set up that 529 for my kids.” These three numbers refer to the Internal Revenue Code subsection. So they sound scary, but they’re really not, it’s all related […]

What is a 529?