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You could be overlooking two big, interrelated markets for 529 plans—pre-retirees and baby boomers. Now that retirement can mean a whole new career, this generation could be headed back to campus to prepare. And they will need to finance their upcoming academic endeavors.
Wondering how to pay for your child's college education? Here's a good way to go.
Now that the Pension Protection Act has permanently extended the tax breaks provided by 529 plans, it's time to educate parents (again) about saving for college tax-free. These key points demand everyone's attention.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024