Qualified Tuition Programs, also called 529 Plans, provide a way to save money for future education expenses. Today we cover:
Qualified Tuition Programs, also called 529 Plans, provide a way to save money for future education expenses. Today we cover:
How 529 Plans Work
Who owns the plan
Contribution Limits
Taxation
Qualifying Institutions
How to invest money in a 529 Plan
Do 528 Plans affect Financial Aid?
Resources:
Birch Run Financial Website
Email Alex: ACabot@birchrunfinancial.com
Email Ed: ELambert@birchrunfinancial.com
Call Alex and Ed: 484-395-2190