Education Planning

529's , coverdell, roth, other
College savings
tax credits etc.
look up, and resources

  • PDF breakdown of all income tax brackets, retirement plan income and contribution limits, Gift and Estate tax, Education, Capital Gains Tax
  • 2011 Education Limits, Deductions, Credits
    Coverdell Education Savings Account
    $2,000
    Coverdell contribution eligibility phaseout
    Married, joint $190,000 - $220,000
    All others $95,000 - $110,000
    Student loan interest deduction limit $2,500
    Interest deduction is phased out
    Married, joint $120,000 - $150,000 MAGI
    All others $60,000 - $75,000 MAGI
    Phaseout of Lifetime Learning Credits
    Married, joint $100,000 - $120,000
    All others $50,000 - $60,000
    Tax-free savings bonds interest phased out
    Married, joint $106,650 - $136,650 MAGI
    All others $71,100 - $86,100 MAGI

    Test

    Test2