End of the Year Brings Tax, Financial Planning Opportunities
November 17, 2020 12:15 ET
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The Education Plan
Santa Fe, NM, Nov. 17, 2020 (GLOBE NEWSWIRE) -- As the end of the year approaches, it’s an ideal time to look at finances, tax planning and, of course, holiday gifts. The Education Plan®—New...
The Education Plan® Can Help with Education Spending, the No. 1 Financial Disruptor Among Americans
October 29, 2020 12:00 ET
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The Education Plan
Santa Fe, New Mexico, Oct. 29, 2020 (GLOBE NEWSWIRE) -- For many people, education expenses are having a profound impact on long-range financial planning. According to a survey conducted by The...
Boost Employee Retention, Appreciation with 529 Plan
September 29, 2020 12:15 ET
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The Education Plan
Santa Fe, NM, Sept. 29, 2020 (GLOBE NEWSWIRE) -- Boosting employee morale and showing appreciation can lead to increased employee retention and enhanced overall employee performance. To express...
Back-to-School Season is the Perfect Time to Save for College
September 01, 2020 12:00 ET
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The Education Plan
Santa Fe, NM, Sept. 01, 2020 (GLOBE NEWSWIRE) -- With students across the nation beginning a new school year, parents are one year closer to the reality of paying for college. That makes...
529s Can Be Estate Planning Vehicle
August 20, 2020 15:35 ET
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The Education Plan
Santa Fe, NM, Aug. 20, 2020 (GLOBE NEWSWIRE) -- There are many tax benefits to 529 college savings plans, including tax-free growth and tax-free withdrawal when the 529 funds are used for qualified...
Not All 529 Plans Offer Same Tax Benefits
July 16, 2020 14:45 ET
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The Education Plan
Santa Fe, NM, July 16, 2020 (GLOBE NEWSWIRE) -- When choosing a 529 college savings plan, investors have options to consider. The Education Plan®, New Mexico’s 529 plan, offers the following tips: ...
A 529 College Savings Plan is Ideal for Future Educational Expenses
June 10, 2020 15:45 ET
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The Education Plan
Santa Fe, NM, June 10, 2020 (GLOBE NEWSWIRE) -- When it comes to saving for higher education expenses, it’s hard to beat the tax benefits and flexibility of a 529 college savings plan from The...
End of School Year is the Perfect Time to Save for Your Child’s Education
May 19, 2020 12:00 ET
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The Education Plan
Santa Fe, NM, May 19, 2020 (GLOBE NEWSWIRE) -- The end of the school year brings the next chapter in your child’s education one step closer. Whether that next chapter is grade school, high school,...