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Helping Heroes Retire

Helping Heroes Retire

Archive: August, 2021

Personal Finances Education Savings Options – Tax-Smart Ways to Help Your Children

Posted on August 4, 2021 by Gregg Brant

Finding the right education savings vehicle can be daunting. There are many choices, and it can be difficult to determine what is best given your financial situation and goals. We have outlined a few features of some of the most common education-savings vehicles, detailing the tax treatment for each, how much you can contribute, who can contribute, and the rules governing distributions. Your unique… READ MORE