Edward C. Goldstein, CFP, President
One Greentree Centre, Suite 201
10,000 Lincoln Drive East
Marlton, NJ 08053
Phone: 856-988-5480
egoldstein@flplanning.net

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Retirement Planning

College

New Rules Benefit 529 College Savings Plans As An Estate Tool – Estate Planning

The Tax Cuts and Jobs Act includes a provision to now allow 529 Plans to be used for private elementary and high school expenses, rather than just college related expenses. The new rules are a treat for both parents and grandparents looking for a better way to pay for private educational costs.

How College Student Debt Affects Credit Scores

As the cost of education has drastically risen over the years, so has the reliance on student debt to help finance such expenses. The concern is that more and more students are graduating from college with large amounts of student debt and with no job intact.

529 Eligible Educational Institutions & Allowable Expenses

I receive many questions over time asking me about what qualifies as an allowable 529 Plan educational expense, as well as the eligibility of certain educational institutions that may be vocational or outside the United States.

Qualified 529 Plan higher education expenses generally allow for?

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  • Recognized 9x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine 2008-2012, 2014-2018
  • Recognized as a 7x "Select Wealth Manager" in New Jersey Monthly 2013-2019

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