Savvy Ways to Take Withdrawals from College Accounts By Chana Schoenberger of the Wall Street Journal

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Savvy Ways to Take Withdrawals from College Accounts

How not to run afoul of the rules when using tax-advantaged accounts

When it’s time for making withdrawals to pay for college, a 529 plan or Coverdell account works

Chana R. Schoenberger of the Wall Street Journal

Jan. 7, 2018 10:14 p.m. ET

We again asked experts to help address readers’ questions […]

Does The Average American Have a 401(k)? by Maurie Backman

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There’s a reason 401(k) plans are a popular choice for those looking to set aside money for the future. Not only are contributions traditionally tax-free, but because they’re deducted directly from earnings, the process of funding a 401(k) is as seamless as can be. That’s why it’s surprising to learn that the average American does not, […]

When Do You Need WheelerFrost Private Trust Services

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College Savings Plan Options

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Examines the benefits of tax-deferral & tax-free withdrawals for higher education. Also addresses who can contribute and how much.

For more information or to request a speaker, please contact us at events@wfawealthmangers.com or call 619-491-0225.

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