June 3, 2015

What is a 529 Plan for Higher Education?

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1) Who can setup a 529 plan? a) Anyone can setup a plan. Typically it is setup by a parent or a grandparent. 2) Who can be a beneficiary of a 529 plan? a) The beneficiary can be anyone including yourself. 3) What are the main benefits of...

May 22, 2015

Benefits for Military Personnel

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  Combat pay is partly or fully tax-free. Reservists whose reserve-related duties take them more than 100 miles from home can deduct their unreimbursed travel expenses on Form 2106 or Form 2106-EZ, even if they don’t itemize their ded...