Getting the Most Out of 529 College Savings Plans

Advanced Financial Planning | Budgeting | Investing | Savings | College Finances | Financial Planning | Personal & Family Finances | Videos | Family Finances | Tax Strategy | Wealth Management | Education Planning | Investment Strategy | 529 College Savings Plans | Saving for College

 Derek Jess By: Derek Jess

Want to get the most out of your 529 College Savings Plan? If one of these special situations apply, you may be able to shop 529 plans in an effort to reduce fees and gain access to additional features and benefits not available in your state-sponsored plan. Don't miss this short informative video with Senior Wealth Manager, Derek Jess, as he walks through the following 4 topics:

  • Taking advantage of reduced costs and expenses in a 529 plan
  • Additional features and benefits of 529 plans that you might not be taking advantage of
  • How 529 plans differ from state to state, and how in some circumstances you can shop around for the best plan that's right for you
  • State income tax deductions and 529 plans

 

Additional Resources:

Don't miss Derek's blog which covers the 5 Key Questions About 529 College Savings Plans

Are you a Plancorp client?

Are you ready to start a conversation about saving for education? Reach out to your Wealth Management team to help determine which 529 College Savings Plan is right for you.

Not a Plancorp client? No problem.

We help those with financial complexity more effectively meet their goals. Schedule a 15-minute call with our team and we can discuss how Plancorp could help you. 

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Disclaimer: This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.


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Derek joined Plancorp in 2018 after spending the previous three years of his career as a financial advisor in Boulder, Colorado. As a CERTIFIED FINANCIAL PLANNER™ professional, he is passionate about helping people make financial decisions tailored to the life they want to live. More »