Search Results for : 529


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Hey everyone, it’s Finance Fridays again. I was going to write about “What have you done for yourself lately” but instead I decided to save that for another time. Today we’re going to talk about “529s and The SECURE Act“. 529s and The SECURE Act Well, I’ve talked about 529s quite a bit, you can just search 529s on my site or you can just go here and find the list. Just to catch you […]

529s and The SECURE Act #illumedati


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