Education Archives - Page 4 of 4

What is a 529 Plan?

[youtube https://www.youtube.com/watch?v=_Iqf9FpfOjw]A 529 plan is a specialized investment account that was created to help families save for future college expenses. This can be for a traditional 4-year college or university, or even a community college. The tax benefits of these accounts are undeniable. Much like a Roth IRA, the money in these accounts grows tax-free throughout [...]

cozbycpa2018-06-18T10:27:50-04:00June 18th, 2018|Categories: Education, Government, Personal Finance, Planning Strategies, Retirement, Tax Relief, Tax Tips, YouTube|Tags: 529 College Fund, 529 Plan, College Savings, Cozby & Company, Cozby & Company LLC, Cozby CPA, Heather Cozby, Heather Cozby accountant, Heather Cozby CPA, IRS, IRS.gov, personal finance tips, Plymouth CPA Heather Cozby, Plymouth MA accountant, Plymouth MA accountants, Plymouth MA bookkeeper, Plymouth MA CPA, Plymouth MA tax preparation, Plymouth MA tax preparer, Plymouth MA taxes, Roth IRA|

IRS Reminds Parents, Students to Explore Education Resources on IRS.gov

The following article was published by the IRS. The Internal Revenue Service today reminded parents and students that there are many tax benefits available to them, and the easiest way to learn more about them is through the education resources available on IRS.gov. Besides tax credits such as the American Opportunity Tax Credit and the Lifetime [...]

cozbycpa2017-10-04T21:55:52-04:00October 4th, 2017|Categories: American Opportunity, Education, Lifetime Learning, Personal Finance, Personal Taxes, Planning Strategies|Tags: Heather Cozby CPA, IRS Form 1040A, IRS.gov, Lifetime Learning Credit, Plymouth MA accountant|