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    • Jason P. Huffman, CFP®, AAMS®
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  • Clients
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Read more about the article Answering Four Common Questions About COVID-19 and 529 Plans

Answering Four Common Questions About COVID-19 and 529 Plans

  • Post author:Jason Huffman
  • Post published:September 29, 2021
  • Post category:Education Planning

Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings. The COVID-19 outbreak has upended normal life across the world, and higher education has been…

Continue ReadingAnswering Four Common Questions About COVID-19 and 529 Plans
Read more about the article Which Education Expenses Are Considered Qualified?
School books on desk, education concept

Which Education Expenses Are Considered Qualified?

  • Post author:Jason Huffman
  • Post published:September 29, 2021
  • Post category:Education Planning

Learn more about what the savings in a 529 plan can help pay for. 529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that…

Continue ReadingWhich Education Expenses Are Considered Qualified?
Read more about the article Saving for K-12 Education with a 529 Plan
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Saving for K-12 Education with a 529 Plan

  • Post author:Jason Huffman
  • Post published:September 29, 2021
  • Post category:Education Planning

Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth…

Continue ReadingSaving for K-12 Education with a 529 Plan
Read more about the article Did You Know 529s Are Powerful Estate Planning Tools?
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Did You Know 529s Are Powerful Estate Planning Tools?

  • Post author:Jason Huffman
  • Post published:September 29, 2021
  • Post category:Education Planning

Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of…

Continue ReadingDid You Know 529s Are Powerful Estate Planning Tools?

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