529 Plan Services
Before college, use 529s like an investment account.
After your child enrolls, use 529s like a debit card.
Take full advantage of new and existing plan capabilities to save money on college.
Take full advantage of the opportunities 529s present
• Fund your child’s college career.
• Many parents leave generous state tax deductions on the table, losing thousands of dollars of tax reductions -- lawmakers intended them to have. Be one of the few who take those lawmakers up on their offer.
• Use new provisions just introduced in January to ”pre-save” into a Roth IRA and gain retirement security.
• Make sure you use a low-fee 529 that lets you take the full state tax deduction with the right blend of investments for the age of your child(ren).
Set up a free introductory appointment to learn more at the link here: