Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. Economic and Investment News Bits More Debt than Equity: As of 12/31/17, the…
There are many great reasons to use Ohio’s 529 Savings Program through CollegeAdvantage, but the tax savings might be the best yet! As of January 1, 2018 the state income tax deduction has doubled from $2,000 to $4,000 per beneficiary, per year. Saving for you child’s education has other benefits for you as well: The…
This is clearly not the headline most parents see when reading up on how to save for college. However, parents (or grandparents) looking to save for their children’s future college expenses have a great tool available to them with CollegeAdvantage, Ohio’s direct 529 plan. These plans allow savers to invest after tax dollars into…
