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College Planning

College Planning Blog - JLFranklin Wealth Planning

529 College Savings Plans

College tuition has historically increased a whopping 6% annually, which makes investing early for college so important. 529 plans are an excellent, tax-free way to save for higher education expenses. How Much to Contribute A contribution to a 529 account is considered a gift

Tax Cuts and Jobs Act of 2017

This major tax reform will benefit corporations and the mega-wealthy beginning in 2018. For many individuals, the new law will add complexity. Many of the new provisions expire after December 31, 2025, at which time tax rules revert back to 2017 law. We’ve compiled a list of the provisions that will likely affect our individual clients. Stay tuned for new tax strategies that will emerge from these rules.
Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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