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  • Home
  • Who We Are
    • Our History
    • Our Approach
    • Our Advisors
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    • Financial Planning
    • Retirement Income Planning
    • Investment Management
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  • Form CRS
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    • Client Login
    • Secure File Exchange

Tag: 529 to pay bills

Options for Overfunded or Unused 529 College Savings Accounts

Section 529 plans can be a tax-smart way to save for college and other qualified education expenses. Contributions to these plans aren’t deductible for federal tax purposes, but earnings and […]

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PKS Advisors

Salisbury • Ocean City • Lewes

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