According to CRE Sales Associate Taylor Jones, if you had told him a few years ago that he would be pursuing a post-grad program, he might not have believed you. However, our tuition reimbursement program has helped him take the next step in his education.
Learn more about our tuition reimbursement programs: https://bit.ly/3zIQOuj
The countdown to college is closer than you think. 🎓
Start saving toward college costs in a tax-free, flexible Florida 529 Savings Plan that can be adjusted to fit your finances and used for multiple education scenarios. Get $50 added to new account from our partner Florida Prepaid College Board today.
🔗Learn more: bit.ly/45Yksr3
Want a flexible, tax-free way to save for college? 💸🧠
Explore our partner Florida Prepaid College Board’s Florida 529 Savings Plan, increasingly popular among families. If you sign up by 6/23, you get $50 added to your account.
🔗Find out more: bit.ly/45Yksr3
Do you have children just starting their new school year? Have you planned for what comes after their high school education? It's never too early to start saving for college or any other post-secondary training they choose!
The IRS supports what is called a Qualified Tuition Program which gives you the option to choose between a tax-advantaged savings account or prepaid tuition at the chosen eligible institute. Depending on the structure of your chosen plan, a QTP allows for future withdrawals to pay for tuition, fees, books, required technology, and room and board without being taxed at a federal level.
Don't let paying for college become a seemingly insurmountable hurdle later on. Give The Morrison Firm staff a call at (903) 251-5100 and let us assist you with financially planning for your children's future!
#planningforthefuture#childrensfuture#collegeeducation#collegetuition#texaseducation#qualifiedtuitionprogram#529plans#IRS#financialplanning#accountingservices#themorrisonfirm
For more info from the IRS regarding this program, visit:
https://lnkd.in/dXCRD4K
Wondering about how an RESP can help you save for your child's education?
This is the first of a series of informative posts to come this month from Sun Life.
It’s August, back-to-school is just around the corner, and saving for your child’s post-secondary education may be on your mind. So today we kick off a series on registered education savings plans (RESPs).
Check out our video for some basic facts about RESPs and stay tuned this month for more info: https://ow.ly/Y6B650SVVSf
Did you know that…
💰#Ohio is the 18th most expensive state to attend college?
💰The average yearly tuition in the state in $11k-$16k (and growing!) for public universities, and $40k+ for private institutions?
💰62% of Ohio students graduate with more than $30k of debt?
Ohio’s #accounting students are relying on you for support. Your gift to The Ohio CPA Foundation translates into thousands of dollars in scholarships that help today’s students on their path to becoming tomorrow’s CPAs. Give today.
https://lnkd.in/gPursXxb
Back to school means it's time to review your school's benefits! Our new benchmarking report covers everything from deductibles to premiums and more, helping independent schools in Georgia make the best choices for their staff and families. Dive into the details and ensure your plan is ready for the year ahead!
Interested in learning more about Idaho's 529 education savings account options? Listen in on a webinar that explains more about Idaho's 529 plan and how you can get one started. Check out the dates here: https://loom.ly/-YV4ark
Welcome back to the Blue Rock Minute! ⏱️
This month, Carter McClung, CFP®️, CSLP®️, is diving into smart strategies to cut the cost of college without breaking the bank. 🎓💡
Here’s how you can maximize your savings:
📌 File the FAFSA - No matter your income level, this form is crucial for accessing financial aid and grants.
📌 Gift Appreciated Securities - Consider gifting appreciated securities to your children to help cover college costs while potentially avoiding capital gains taxes.
📌 Claim the American Opportunity Tax Credit - This credit can give you up to $1,000 back on your tax return each year.
Message us to explore how these tips can work for your unique situation and make college more affordable!
#CollegeSavings#BlueRockFinancialGroup#FinancialTips#EducationFunding
Constituent Services Liasion, Delegate Robbyn Lewis, District 46, MD General Assembly
2moWay to go Taylor Jones!