Education Planning

Is a 529 plan the right vehicle to save for college? There are pros and cons to these plans and talking to an advisor can help determine whether they are right for you. Did you know the plans are generally invested in the stock market? That can be both good and bad depending on the timing of accessing the funds to pay for college. There are also tax consequences when the money is not used as intended.

Talk to us today and we will give you all the pros and cons of these plans and other alternatives that have been used to fund college for many years.