James Merante529 plans offer powerful tax benefits for education savings. From tax-free growth to expanded uses and generous gift tax exclusions, here’s how to invest in your loved ones’ futures wisely.
James MeranteWant to help with college tuition without triggering gift taxes? In 2025, direct payments to schools qualify for an unlimited exclusion—making it a smart way to support loved ones’ education costs.
James MeranteLooking to help a family member buy a home? Learn the smart ways to provide financial support—whether through gifts or loans—while staying within 2025 tax limits and avoiding costly consequences.