Rachel H Vaughn CPA PLLC

Rachel H Vaughn CPA PLLC Known for down-to-earth, hands-on assistance to both individuals and small businesses with accountin

If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be wort...
08/05/2026

If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be worth a fresh look.

These plans are no longer viewed only as a college savings tool. Depending on the circumstances, they can help cover college costs, certain K–12 expenses, and even some apprenticeship or credentialing expenses, while still offering valuable tax advantages when the funds are used for qualified education purposes.

Swipe for a couple of frequently asked questions about 529 plans and what those considering them need to know.

If you have questions about whether a 529 plan makes sense for your family, please reach out. Always happy to help you think through your options.

If you have a child heading to college, there are a number of tax considerations that may come into play — many of which...
08/03/2026

If you have a child heading to college, there are a number of tax considerations that may come into play — many of which overlap in ways that can be easy to miss.

So, with that in mind, today's share is a quick breakdown of key considerations to help you stay informed. Swipe for more information.

When college expenses are involved, tax considerations rarely stand alone. Dependency status, credits, 529 plans, scholarships, and student income all interact. Reviewing these elements together can help you make more informed decisions and avoid surprises.

Always here to help guide you. Call today, and we can get started.

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37027

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