Archives for September 2018

How Do I Spend Money From My 529 Plan?

It’s September! As we ring in the new school year, we want to help you craft your financial plan and stay one step ahead. How do I take money out of my 529 plan? Withdrawals, qualified expenses, and income limitations. These are part of the 5 most-asked questions we get from parents with a 529 plan. Why should your kid help pay for … [Read more...]

5 Questions Parents Most Often Ask About Their 529 Plans

529 plans are one of the go-to college savings options for parents. They are heavily marketed, tax-advantaged, let you make high annual contributions, and don’t have income or age restrictions. Many families have some money in 529 plans (which they plan to use for college). If you’re one of those families who have some college savings into a 529 … [Read more...]

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