Why 529 Plans?
529 Savings Plans are one of the most popular ways to save for higher education and they recently got an update that makes them even more enticing to those looking to save for school. Kevin O’Leary, CFA, CFP®, one of the Senior Partners with Value Added Partners discusses the advantages of and updates to 529 Plans.
Education Planning With A 529
A discussion on the key features and benefits of a 529, a tax-advantaged savings plan designed to encourage saving for future education costs.