529 Plans: A Smarter Way to Save for College?

By now, most people know that 529 plans are an easy way to help a grandchild or other loved one save for college. But their built-in federal tax benefits and high contribution limits also make them an attractive wealth-transfer and estate-planning vehicle.

Tuition inflation has always been high, and now we’re contending with higher overall inflation. If you’re looking for a way to help your family save and pay for education costs or just want to learn how a 529 plan can fit into your legacy planning, consider this report required reading.

Topics include:

  • The two types of 529 plans
  • Estate planning and tax benefits
  • The impact on financial aid
  • Special rules for grandparents

It’s never too soon to become a more-informed investor. Please complete the form on this page to receive this free, no-obligation report today!

This material is distributed for informational purposes only; and is not financial or investment advice. Speak to your financial adviser before taking specific action. Past performance is not an indication of future returns. Our statements and opinions are subject to change without notice.

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