Improving lives through sound financial planning.

529 Plans: Guide to College Savings

By Ashley Albertson | May 24, 2024

In the financial world, we like to recognize the month of May for 529 plans (5/29 – get it?). Also known as qualified tuition programs, 529 plans are tax-advantaged education savings accounts that can help finance a child’s education track from kindergarten through graduate school. Please allow me to highlight five key takeaways about 529 […]

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