529 Plans Are Working Harder Than Ever for Clients
529 plans remain the go-to savings vehicle for college, but they’re no longer what they used to be. Recent legislation has expanded how funds can be used, creating new opportunities for families—and new planning strategies for your clients.
Our latest white paper, "The Role of 529 Plans in College Affordability," covers the basics (529 options and tax advantages) to big changes (OBBB) and more.
Position yourself as a trusted resource with the latest developments in 529 plans.
