Broker Check

April Check In

April 10, 2018


It looks like spring weather is almost here!

With the recent tax changes, families with children in public, private, or religious schools can now use 529 education savings plans to pay for a child’s primary and secondary school (“K-12”) tuition. The new changes are a particular boon to Pennsylvania residents, where contributions to such plans are deductible on Pennsylvania state income tax returns. However, residents of all states can benefit from the changes to the federal tax code by using the tax-free withdrawals permitted by such plans to help underwrite a child’s K-12 education.

If we can provide you with 529 information, please feel free to reach out to us at any time.

In addition, if you have any changes or update that you need us to attend to or if we can be of service in any way, please do not hesitate to contact us.

Stacy Brilliant, Chief Operating Officer



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