Ross Riskin

Investments & Wealth Institute

Chief Learning Officer

Greenwood VIllage, CO 80111

United States

http://https://investmentsandwealth.org/home

SCHOLARLY PAPERS

10

DOWNLOADS

1,993

SSRN CITATIONS

0

CROSSREF CITATIONS

0

Scholarly Papers (10)

1.

Tax Deductions v. Tax-Free Growth: A Closer Look at 529 College Savings Plans Under the TCJA

Journal of Multistate Taxation and Incentives (Thomson Reuters/Tax & Accounting) Volume 29, Number 6, September 2019
Number of pages: 8 Posted: 06 Nov 2019
Ross Riskin
Investments & Wealth Institute
Downloads 772 (48,099)

Abstract:

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tax deductions, tax-free growth, 529 plans, tax cuts and jobs act

2.

Education Planning and the SECURE Act: Creating a Tax Law Paradox

Tax Notes, Vol. 164, No. 10, 1600-1605, 2019
Number of pages: 5 Posted: 06 Nov 2019
Ross Riskin
Investments & Wealth Institute
Downloads 408 (106,546)

Abstract:

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secure act, 529 plans, student loans, tax policy, education planning

3.

Choice of Entity Under the TCJA: Tax and Financial Aid Implications

Tax Notes, Vol. 164, No. 7, 1047-1064, 2019
Number of pages: 18 Posted: 24 Aug 2019 Last Revised: 11 Sep 2019
Ross Riskin
Investments & Wealth Institute
Downloads 256 (175,227)

Abstract:

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Business Entity Choice, Tax Planning, QBI Deduction, TCJA, Financial Aid, FAFSA

4.

Section 529 Plan Distributions and College Refunds for COVID-19

Tax Notes, Vol. 169, No. 10, 1595-1598, 2020
Number of pages: 5 Posted: 04 Jan 2021 Last Revised: 05 Jan 2021
Ross Riskin
Investments & Wealth Institute
Downloads 194 (227,272)

Abstract:

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529 plans, tax planning, COVID-19, college refunds, tax compliance

5.

The Minuses of PLUS Loans: Advising Parents on College Borrowing Decisions

Riskin, Ross. 2021. "The Minuses of PLUS Loans: Advising Parents on College Borrowing Decisions ." Journal of Financial Planning 34 (3): 59–69.
Number of pages: 11 Posted: 23 Mar 2021
Ross Riskin
Investments & Wealth Institute
Downloads 164 (262,669)

Abstract:

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student loans, student debt, PLUS loans, parent borrowers, college planning

6.

Evaluating the Effectiveness of Employer-Provided Student Loan Repayment Assistance Programs

Journal of Financial Planning 32 (2): 34–43, February 2019
Number of pages: 10 Posted: 07 Nov 2019
Ross Riskin
Investments & Wealth Institute
Downloads 100 (379,318)

Abstract:

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Student Loans, PSLF, Income-Driven Repayment Plans, Loan Forgiveness, Financial Planning, Employer Assistance

7.

Previous Reliance on Tax Form May Require Amending Returns

Tax Notes, Vol. 163, No. 3, 391-398
Number of pages: 9 Posted: 07 Nov 2019
Ross Riskin
Investments & Wealth Institute
Downloads 85 (419,928)

Abstract:

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Lifetime Learning Tax Credit, Education Tax Incentives, Form 1098-T, Amending Returns

8.

This Filing Season Provides an Opportunity for Student Loan Borrowers

Tax Notes, Vol. 175, No. 1, 59-61, 2022
Number of pages: 4 Posted: 25 Oct 2022
Jason Anderson and Ross Riskin
University of Kansas - School of Business and Investments & Wealth Institute
Downloads 14 (791,382)

Abstract:

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student loans, income-driven repayment plans, tax filing status, tax liability

9.

Practical Applications of 529 College Savings Plans under the TCJA: Evaluating Age-Based Portfolios

Practical Applications 7 (4) DOI:10.3905/pa.7.4.368
Posted: 16 Apr 2020
Ross Riskin
Investments & Wealth Institute

Abstract:

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529 plans, age-based portfolios, asset allocation, tax cuts and jobs act, portfolio management, fundamental equity analysis

10.

529 College Savings Plan under the TCJA: Evaluating Age-Based Portfolios

The Journal of Wealth Management Fall 2019, Vol. 22 (2) 99-108 doi.org/10.3905/jwm.2019.1.072
Posted: 07 Nov 2019
Ross Riskin
Investments & Wealth Institute

Abstract:

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529 plans, age-based portfolios, asset allocation, tax cuts and jobs act, portfolio management, fundamental equity analysis