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Education Financial Services, Your 529 Advisors

Calculate your state tax savings

Calculate the potential value of your state tax deduction for a contribution made to your state's 529 savings plan this year. The result is based on your filing status, taxable income and your state's allowances.

Planned Contribution This Year:
State of Residence:
$ Denotes states allowing deductible contributions
Filing Status: Married/Joint   Single  
Taxable Income:

*We believe these amounts to be accurate. However, you should consult with your tax advisor for accurate savings for your needs.

**Each state and plan has specific guidelines for State Income Tax purposes. Please consult with your tax advisor for your specific needs.

***Actual State Income Tax Savings may depend on your income level and how you file your taxes. Please consult with your tax adviors for specific State Income Tax Savings for your needs.

****These figures are to be used as a guide for your purposes. Please consult your tax advisor for specific income tax information.

 

Securities offered through Medallion Investment Services, Inc.*
Member NASD & SIPC (410) 544-8400
Insurance products offered through Medallion Insurance Services, LLC*
*Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group

Non qualified withdrawals are subject to federal and state income tax and a 10% penalty.

The federal tax treatment of 529 Plans under the Economic and Tax Reconciliation Act of 2001 will expire after December 31, 2010 unless Congress extends the law.

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Grogan Advisory Services
1709 Cherokee Road #305
Johnson City, TN 37604
518.899.6090

 


 

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