End of Year Tax Tips – Part 2

College Planning

529 Plans. 529 plans are college savings plans where the earnings grow tax free until they’re used for educational expenses.

YouTube video

Please contact Griffin Black soon if you’re interested in setting up a 529 plan.

Financial Aid. Your 2018 income will be used to determine your financial aid eligibility for the 2020-2021 school year. Methods to lower your income can increase your potential financial aid. For parents living apart, only the income of the parent that the student lived with for most of the year is considered. Having the student live with the lower income parent may increase financial aid eligibility.

 

* * *

Subscribe and get more posts like this

"*" indicates required fields

Name
Sign up:
This field is for validation purposes and should be left unchanged.

You can unsubscribe anytime

Share
Facebook
Twitter
LinkedIn
Email

Leave a Comment

"*" indicates required fields

Name
This field is for validation purposes and should be left unchanged.

Worried about your money?

Want to get more from your money?

Sign up to get emails with our best thinking that moves you (and your money) forward.

We respect your time. Unsubscribe at any time.

What can we help you find?

A multicolored pie chart with several segments of varying sizes, including prominent red, yellow, and pink sections. The chart is displayed on a light gray background. No labels or data values are visible.

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
Logo of Altruist with two overlapping green circles on the left and the word "Altruist" in black text on the right.

Altruist®

  • e-Delivery – Going Paperless​
  • Tax Documents (1099, 1099R, etc.)
  • ​Account Statements
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budget & Spending
Logo of NetXInvestor featuring the text "NETX" in gray and "INVESTOR" in orange, with a stylized arch above the text.

NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications