529 & Education Savings Plans for Dummies
暫譯: 529與教育儲蓄計畫入門指南
Munro, Margaret A.
- 出版商: For Dummies
- 出版日期: 2023-04-18
- 售價: $1,140
- 貴賓價: 9.5 折 $1,083
- 語言: 英文
- 頁數: 416
- 裝訂: Quality Paper - also called trade paper
- ISBN: 139416033X
- ISBN-13: 9781394160334
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相關分類:
投資理財 Investment
海外代購書籍(需單獨結帳)
相關主題
商品描述
Don't let money get in the way of your kids' best education
529 & Education Savings Plans For Dummies helps you sort through the vast amount of information about education savings accounts and choose the plans that are best for you and your family. A college or private K-12 education is generally parents' single largest expense for their children. 529 plans and 530 plans (Coverdell accounts) are relatively solid investment vehicles that can make saving for college much easier, providing tax advantages that other types of investments can't match. Education savings can be part of your overall wealth accumulation strategy, and this book can show you which plans are right for you, help you decide when to start saving, and guide you through determining how much to save per year in order to meet your goals--and help your kids meet theirs.
- Learn about the different types of tax-sheltered and tax-advantaged ways to save for education
- Create a saving and investment strategy that makes sense for your family
- Demystify the 529 and 530 plan rules and maximize your tax advantage
- Help set your kids on the path to success and to their college of choice
This is the perfect Dummies guide for parents or family members who want to begin saving for a college or K-12 education and who may want to supplement their current savings with tax-sheltered, education-specific accounts, or tax-advantaged investment accounts that may be used for education funding.
商品描述(中文翻譯)
不要讓金錢妨礙孩子們獲得最佳教育
529與教育儲蓄計畫入門幫助您整理大量有關教育儲蓄帳戶的信息,並選擇最適合您和您家庭的計畫。大學或私立K-12教育通常是父母為孩子所承擔的最大開支。529計畫和530計畫(Coverdell帳戶)是相對穩健的投資工具,可以使大學儲蓄變得更加容易,並提供其他類型投資無法比擬的稅收優勢。教育儲蓄可以是您整體財富累積策略的一部分,而這本書可以告訴您哪些計畫適合您,幫助您決定何時開始儲蓄,並指導您確定每年應儲蓄多少以達成您的目標——並幫助您的孩子達成他們的目標。
- 了解不同類型的稅收庇護和稅收優惠的教育儲蓄方式
- 為您的家庭制定合理的儲蓄和投資策略
- 解密529和530計畫的規則,最大化您的稅收優勢
- 幫助您的孩子走上成功之路,進入他們所選擇的大學
這是一本完美的入門指南,適合希望開始為大學或K-12教育儲蓄的父母或家庭成員,並希望用稅收庇護的教育專用帳戶或可用於教育資金的稅收優惠投資帳戶來補充他們目前的儲蓄。
作者簡介
Margaret Munro is an enrolled agent and tax professional with decades of experience handling her clients' sensitive tax cases. She is also a personal finance counselor, as well as the co-author of Taxes For Dummies.
作者簡介(中文翻譯)
瑪格麗特·門羅是一位註冊代理人和稅務專業人士,擁有數十年的經驗處理客戶的敏感稅務案件。她同時也是一位個人理財顧問,以及《傻瓜稅務指南》(Taxes For Dummies)的共同作者。