August 17th, 2016

The 529 Plan – Your Legacy, Funding Education, and Your Retirement

Do you have a 529 College Savings Plan? A 529 plan is a tax exempt, college savings account for a designated beneficiary, which could be a child, grandchild, great-grandchild or even a great-great grandchild. Before you call your financial advisor to have a check distributed for the designated beneficiary’s college expenses, you may want to … Continue reading “The 529 Plan – Your Legacy, Funding Education, and Your Retirement”