Education Planning | Saving/Paying for College

How To Get The Most From An Overfunded Section 529 College Savings Plan

Have money leftover in your Section 529 plan but your children are out of college? Try these tax-favored strategies to get the most out of these funds.

Education Planning | Saving/Paying for College

New Changes Increase Savings From Tax-Deductible College Funding

Fund your children's education with these strategies that can help you reap savings of tens of thousands of dollars per child!

Education Planning | Saving/Paying for College

How New Technology Increases Tax-Deductible College Funding Options

Most college savings advice misses the mark. But our recommended strategies save doctors an average of more than $70,000 per child on a 4-year college education!

Education Planning | Saving/Paying for College

Pay ZERO Taxes Under The New Law With Tax-Deductible College Funding

Save $23,080 (or more) a year in federal and state taxes using these strategies to pay for your child's college education.

Education Planning | Saving/Paying for College

How To Save Over $70,000 Per Child With Tax-Deductible Educational Funding

Take the guesswork out of finding the most advantageous way to save and pay for your child's college education by following these steps.

Education Planning | Saving/Paying for College

Update On Deducting Specialty School Costs

A real-world precedent for deducting specialty school costs for the doctor's children, prior to them beginning full-time employment with the practice.

Education Planning | Saving/Paying for College

The Best Approach to Funding Specialty School Costs with Tax-Deductible Dollars

Doctors can save $60,000 annually by following this advice for funding their children's education costs.

Education Planning | Saving/Paying for College

Should You Use Cash Value Life Insurance To Save For College?

Insurance agents may tell you “yes,” but not so fast - - there are huge disadvantages that outweigh the benefits!

Education Planning | Saving/Paying for College

How To Qualify Your College-Aged Child As “Independent” For Maximum Tax And Financial Aid Benefits

Savvy doctors can save big money by helping their children “achieve independence.” Here's how to make sure they meet DOE and IRS requirements.

Education Planning | Saving/Paying for College

Cut State Income Taxes With Section 529 College Savings Plan Loophole

Maximize your state, as well as federal, income tax benefits when paying educational costs.

Education Planning | Saving/Paying for College

Stock Market Crash Hits Doctors Saving for College Through 529 Plans Harder

Problems with 529 plans exposed after the dramatic decline in the stock market.

Education Planning | Saving/Paying for College

When and How to Save, Invest, and Pay for College

Custodial accounts…529 plans…Coverdell Savings Accounts...Roth IRAs…Where do I start?

Education Planning | Saving/Paying for College

How to Beat the New Kiddie Tax and Save Thousands by Funding Educational Costs with Tax-Deductible Dollars

Despite recent tax law changes, doctors can still fund nearly all of their children’s educational expenses with tax-deductible dollars.

Education Planning | Saving/Paying for College

IRS Approves Tax-Free Wealth Transfer by Prepaying Tuition

How to handle tuition payments should be a part of estate planning strategy for wealthy doctors.