Getting the Most Out of 529 College Savings Plans

College Finances | Financial Goals

 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

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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.

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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 »

Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

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