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Date:
December 8, 2018
Time:
11:00 AM - 12:30 PM
Location:
Livingston Public Library
Address:
10 Robert Harp Drive
Livingston, NJ 07039
Contact:
-973-992-4600 ext. 263
Cost:
Free
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How to Send Your Child to College: 529 Plans Workshop

Saturday, December 8, 2018

Learn tax-smart strategies to help you reach your college investing goals. Led by Debbie Taylor, CPA/PFS, JD, CDFA, Founder and Principal of Taylor Financial Group. Free and open to all, but registration is required starting 11/5.

529 plans are often the best option for the average parent looking to save for college. Only 29% of Americans in a recent survey identified a 529 plan as an education savings tool.  That means that many people may be missing out on a great tax-free benefit.

If you want to learn more about 529 plans and tax smart strategies that help you reach your college investing goals,  don’t miss this workshop on Saturday, December 8 at the Livingston Public Library starting at 11 am.

Debra Taylor CPA/PFS, JD, CDFA, Founder and principal of Taylor Financial Group,  will go over some of the benefits parents can expect to receive if they choose to open a 529 savings plan including:
  • ability to change designated beneficiary 
  • greater account control
  • tax-free earnings and withdrawals
  • tax breaks and credits 
  • and age-based investment options
  • among others.
Debra will share tips to help you maximize the benefits of your 529 plan.

The program is open to all, but registration is required and starts November 5th via the Library calendar at www.livingstonlibrary.org or by calling 973-992-4600 x263.

There will be no sales or product discussions.