Help Your Clients Save Smarter for College
Financial advisors play a critical role in helping families navigate the complexities of college funding. A well-utilized 529 plan can provide tax-free growth, flexible investment options, and significant savings over time—but many families remain unaware of its full potential.
Our latest white paper, "The Role of 529 Plans in College Affordability," dives deep into:
- Tax benefits & growth potential – How 529 plans can maximize savings.
- Common misconceptions – What advisors need to know to dispel client concerns.
- Effective use of funds- how 529 plans can support plans beyond traditional higher education.
- Future expansion- legislative items that support expanded use of 529 funds.
Position yourself as a trusted resource by mastering the ins and outs of 529 plans.
Download the white paper today and help your clients reach their college savings goals with the power of 529 plans.