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Happy National 529 College Savings Plan Day! In honor of it being 5/29, here is an article from UBS on FAQ about 529 college savings accounts. This is a great resource paired with the link below to educate families on options to save for future tuition expenses. https://lnkd.in/e9zN8t5i

🎓 September is National College Savings Month! 📚  📈 As tuition costs continue to rise, it's more important than ever to start planning for your child's future education. Our firm offers 529 College Savings Plans—an excellent way to save for college with tax-free withdrawals when used for qualified education expenses. 👩👦👦If your child doesn't use all the funds, you can roll them into a Roth IRA. It's a smart way to keep your savings working for their future.   #CollegeSavingsMonth #529Plan #TaxFreeSavings #RothIRA #FinancialPlanning  6974834.1

During the month of May there's a lot of media attention on 529 college savings plans, stemming from National #College #Savings Day a.k.a. 529 Day on May 29'th. 529 college savings programs can be your entry into an #investment stream, in the form of contributions from grandparents, family and parents to a child's education. If you have questions on the intricacies of 529 plans, what better month to reach out than May, a month dedicated to college savings! #collegeplanning #investing #savings #planningforsuccess #wealthmanagement #estateplanning Wooster Square Advisors LLC

Yesterday was 5/29, 529 Savings Plan Day! 🎓🌟 Investing in a 529 Savings Plan is a powerful way to secure your children's educational future. These plans offer tax advantages and flexibility, making it easier to save for college expenses. Start planning today to give your kids the gift of education tomorrow! 📚💡 #529Day #CollegeSavings #FutureInvestments

We hit the $100k mark! After 12 years of investing for our children's college future in a 529 College Savings Account, we've crossed over the six-figure point for the first time. I'd like to thank Michigan Education Savings Program (MESP) , the incredible stock market returns over the last decade, low fees, index fund options, consistent contributions, automation and patience. Without you, none of this would have been possible! Are you investing with a 529 College Savings Account? #collegesavings #529plan #familyfinance #financialwellness

September is College Savings Month! Here are 3 key strategies to consider: 1. Explore ABLE accounts for special needs students. These tax-advantaged savings accounts can be used for qualified disability expenses, including education costs. 2. Understand 529 plan flexibility. Funds can be used for vocational schools, trade programs, and even some international institutions, not just traditional colleges. 3. Consider the "2K rule" for grandparent-owned 529 plans. Starting in 2024, distributions won't impact financial aid eligibility if taken two years before the FAFSA filing. Every family's college savings journey is unique, especially those with special needs. Got questions? Let's chat!

It's May 29, so today we're sharing an overview of 529 College Savings Plans! Watch this short #MoneyMinute video to learn more. 🪙

Did you know that May 29th was national 529 day? Now is a great time to open up conversations with your clients about college savings plans, and Fidelity has the resources to help you get started. Check out the different college savings plans available here: https://bit.ly/4aLFU3S

Happy National College Savings Month! Embark on a journey of hope and financial empowerment this College Savings Month! At Ocean Financial, we understand the dreams you have for your loved ones. That's why we're thrilled to introduce a self-paced learning module designed to navigate the financial landscape of higher education.    Paying for College: College costs are rising, but with strategic planning and saving, paying for education can be within your reach. Regardless of your financial situation, there are smart ways to plan and pay for college.    In this module you will learn the different types of funding for college, the overall costs you should be considering and if financial aid is an option for your family.   Click here to learn more! https://lnkd.in/dE2_UZU7 Celebrate this College Savings Month not just with dreams but with a tangible financial plan. Get started today at MoneySense101, Ocean Financial’s Financial Education Center. https://lnkd.in/en2Sj5uF

Happy College Savings Month! This September, let's shine a spotlight on the importance of planning for education with WA529 - Washington Education Savings Plans. It’s the perfect time to explore how WA529 can help you and your loved ones save for the future. Whether you're just starting or already have a plan in place, WA529 - Washington Education Savings Plans offers tools and resources to make saving easier and more effective. Take advantage of this month to set financial goals and invest in a brighter educational future! Here's to making College Savings Month a milestone in your journey towards success! Learn more at 529.wa.gov #CollegeSavingsMonth #WA529 #FuturePlanning #EducationalSavings #InvestInYourFuture #FinancialWellbeing