Saving for your child’s education is one of the most thoughtful financial gifts you can give. A 529 plan offers real advantages — tax-free growth, tax-free withdrawals for qualified education expenses, and in many states, a deduction on your state income taxes. It’s a powerful tool. At a Glance Before
Most advisors talk about trusts when estate taxes come up. Very few talk about 529 plans. And yet, one properly structured 529 strategy saved our client over $1 million in estate taxes — while still allowing them to retain control of the assets. This case study shows how educational planning
The leaves are changing, the weather is cooling down, and football is finally back—there’s always a lot happening in fall. But wait, there’s more! September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and