Helping Families Preserve Their Wealth
Dennis D. Duffy · ·
The gift tax is in place to dissuade people from giving away their assets while they're still alive to avoid the estate tax. It is unified with the estate tax, and as a result the $5.25 million …
[Read more...] about Educational Giving With a 529 Savings Plan
Dennis D. Duffy · ·
If youre an Iowa resident looking to begin saving for your childs college expenses, contributing to a college savings plan can be a great option. This makes it easy to save, no matter how old your …
[Read more...] about Contributing to an Iowa College Savings Plan (part 2 of 2)
Dennis D. Duffy · ·
If youre an Iowa parent, you may be thinking about contributing to an Iowa college savings plan in order to help fund the costs of your childs college education. This can be a great way to build up an …
[Read more...] about Contributing to an Iowa College Savings Plan (part 1 of 2)
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