When it comes to saving for a child’s or grandchild’s education, 529 plans are a powerful tool—but understanding their tax treatment and contribution limits is essential for maximizing their benefits.

The 2024 Tax Season is underway. Proper planning can help you avoid last-minute stress and ensure you maximize deductions and credits. Are you ready to complete your 2024 tax filing? Below, we outline the key deadlines and essential documents needed to file your 2024 taxes efficiently.