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How to Give Financial Gifts to Grandchildren Before Year-End
Financial Planning / Retirement / Taxes
529 Plans: Funding Education, the Smart Way You can contribute toward a child’s education using a 529 plan. Some families choose to make a larger,…
Read the full article >2024 Tax & Contribution Deadlines
*Cottonwood Wealth Strategies does not provide tax or accounting advice. Content is for informational purposes only. Neither the information expressed in this content constitutes…
Read the full article >Tax Policy Outlook
In a recent fiscal year, a significant $1.7 trillion budget deficit has prompted discussions about US fiscal policy. Suggestions for future measures include spending cuts or potential tax adjustments around 2026.