Celebrating Tax-Free Benefits of 529 Plans on 5/29!




To "Sum It Up", there are three primary advantages of 529 Plans when used for education:

  1. Tax-free growth and withdrawals
  2. Expanded use to not only for college, but K-12 education and payment for existing student loans
  3. Accelerated use of the annual gift exclusion

If you have any questions, please do not hesitate to contact us! 



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