Thanks to the Tax Cuts and Jobs Act of 2017, Section 529 plan savings may now be used for K-12 tuition as well as for higher education costs. Over 20 years ago, federal lawmakers authorized states to create tax-exempt “qualified tuition programs” — Section 529 plans — to help taxpayers fund the cost of higher education. The Tax Cuts and […]
Dustin Rinaldi, cfp®, awma®, ea Founder & Wealth Advisor CERTIFIED FINANCIAL PLANNER™ FINRA Series 7, 63, and 65 registrations¹ Life, health, and annuity insurance registrations College of Financial Planning Accredited Wealth Management Advisor Enrolled Agent tax advisor recognized by the Department of Treasury Florida Gulf Coast University CERTIFIED FINANCIAL PLANNER™ program University of Southern Mississippi bachelor’s degree in business […]
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