👩🏾🎓Happy 529 College Savings Day
Happy 529 College Savings Day!
I wanted to share with you the potential benefits of 529 plans as an important tool to consider for your loved ones college expenses.
1️⃣ While 529 plan assets can be used to pay for tuition and books, they can also pay for computers, internet access and other equipment.
2️⃣ 529 plans aren’t just for college. They can be used to pay up to $10,000 per year per student for K through 12th grade programs.
3️⃣ 529 assets can also be used to pay for registered apprenticeship programs and repayment of college debt.
4️⃣ Unused funds may be rolled into ROTH IRAs, within certain parameters.
5️⃣ I've never had a client regret setting up a 529 plan for their children and even grandchildren.
In short, saving for college expenses doesn't have to be difficult.
📲 Schedule time to start your college savings plan.
Wishing you all peace, love and a FUN SUMMER!🌻
The opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. And of course please note that this email is not intended for specific tax advice. Consult your advisors.