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Join date: Dec 27, 2022
Posts (8)
May 29, 2024 ∙ 2 min
Celebrating 529 College Savings Plans on May 29
May 29 is a special day for families planning for higher education—it’s 529 College Savings Plan Day! This day highlights the benefits...
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Apr 27, 2023 ∙ 2 min
Rolling Over A 529 Account To A Roth IRA
One of the most frequently asked questions about 529 plans is “What happens if my beneficiary doesn’t go to college?” There is a...
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Oct 14, 2022 ∙ 2 min
Setting Expectations When Saving for Education
Everyone wants to earn a favorable return on their investments. This is particularly true when we invest money for a specific and...
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