#fallfinances - Twitter Hashtag

Van Leeuwen and Company @vanleeuwenco281

almost 4 years ago

Final #529plan reminders: The owner of the plan matters. Their finances can directly impact #financialaid. Also, you can change beneficiaries at anytime if you have multiple children. If you withdraw & use for anything but education expenses, the gains are taxable. #FallFinances

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Van Leeuwen and Company @vanleeuwenco281

almost 4 years ago

Another #BacktoSchool week reminder for those looking to set up a #529plan, remember that while the money used to fund a #529plan is after-tax the main benefit is that your #investments grow #tax deferred & any withdrawals used for higher education are tax exempt. #FallFinances

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Van Leeuwen and Company @vanleeuwenco281

almost 4 years ago

Another #BacktoSchool week reminder for those looking to set up a #529plan, remember that while the money used to fund a #529plan is after-tax the main benefit is that your #investments grow #tax deferred & any withdrawals used for higher education are tax exempt. #FallFinances

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Van Leeuwen and Company @vanleeuwenco281

almost 4 years ago

Don't forget that in the state of NJ, if your household income is under $200k filing jointly, you can contribute to a #529plan and make a tax deduction up to $10k. #BacktoSchool #FallFinances

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Van Leeuwen and Company @vanleeuwenco281

over 4 years ago

.@jason_field wraps up our #FallFinances series with a reminder - don’t forget to review your estate plan documents before year-end! #estateplanning

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Van Leeuwen and Company @vanleeuwenco281

over 4 years ago

As 2021 comes to a close, corporate executives should consider a deferred compensation program as a strategy to minimize your taxable income. Our CEO & Founder, @kenwvanleeuwen, explains how below. #FallFinances #financialplanning #taxes

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Van Leeuwen and Company @vanleeuwenco281

over 4 years ago

Before year-end, consider taking a loss on a loss making security. @shah_virag explains why below: #FallFinances

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Van Leeuwen and Company @vanleeuwenco281

over 4 years ago

Now is a good time to make a #retirementplan contribution if you haven’t done so already! @Jeff_Mattonelli shares below the reasons why. #FallFinances #Retirement