Freestone Capital Management’s Post

We get this question often - what qualifies as 529 qualified expense? Simple summary below. (And no, private jet travel to go see your kids at college is still not a qualified expense...) If you have a taxable estate, it may make sense to not use the 529 account balance at all - but instead leverage "pay direct" for more estate tax savings. #strategy

In the realm of financial planning, where excellence is the standard, let's delve into the intricacies of education planning tailored for the needs of you and your family. Precision in Tuition Timing: Have you ever realized that the timing of your tuition payments wields substantial influence over your financial strategy? It's time to ponder when and how to make payments to finely tune your financial outcomes. Optimizing High-Net-Worth Education Accounts: Delve into the world of specialized educational accounts, such as meticulously structured 529 plans, custom-crafted to fortify your wealth strategy while safeguarding your family's educational legacy. Education is the cornerstone of excellence. Let's explore these refined tactics to ensure your educational aspirations are met with the sophistication you and your family deserve. #EducationalElegance #FinancialSavvy #ElevateEducation #529s

📚💰 Education is an investment, but it doesn't have to break the bank! As your trusted Financial Consultant, I'm here to emphasize a crucial point: Planning ahead is the key to managing education costs effectively. Whether it's for your children's future or your own continued learning, strategic financial planning can make a world of difference. 🎓 Why is this so important? 👉Rising education costs 👉Long-term financial impact 👉Opportunity for better returns on education savings Don't let the future catch you off guard. Let's chat about creating a solid education funding strategy that aligns with your financial goals and secures a brighter future for you and your loved ones. Remember: The best time to plan was yesterday. The second best time is now! Got questions about managing education costs? Drop them below or DM me for personalized advice! 👇🏽📩 #FinancialPlanning #EducationCosts #SecureYourFuture #ChildEducation #SingaporeLiving #FutureInvestment #FinancialConsultant #AscentIslamic #EducationPlanning #FinancialFreedom #SingaporeEducation #EducationSavings #GrowCastShow #Singapore

🚀 Kickstart Your Wealth Education Journey with Our In-Depth Assessment Tool! https://zurl.co/Mpcs Embark on a path to financial enlightenment with our specially designed assessment. Tailored to help you craft a Personal Education Plan (PEP), this tool guides you through selecting pertinent wealth education topics and pinpointing focus areas tailored to your needs. Why Take This Assessment? Customized Learning: Create a Personal Education Plan that aligns with your financial goals and educational needs. Targeted Topics: Identify which areas of wealth management, estate planning, and financial literacy you should focus on. Strategic Planning: Use your assessment results to strategically approach your wealth education journey. 🔗 Start your assessment and use your insights to build a robust Personal Education Plan. https://zurl.co/Mpcs Empower yourself with the knowledge to manage and grow your wealth effectively. Perfect for anyone looking to deepen their understanding of wealth stewardship. #WealthEducation #FinancialLiteracy #PersonalDevelopment #TamarindLearning

Your personal financial plan is the roadmap to your financial future. But do you have the skills you need to prepare one? Our Personal Finance Fundamentals course covers everything you need to create a robust financial plan, work with advisors, and get up to speed on financial statements through engaging case studies. 👉 Find out what your financial education is missing. Use our Wealth Knowledge Assessment: https://zurl.co/8Qzq

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/eAVnjiAA.

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/eiqPQM_5.

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/gQYepn8b.

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/guqmei5g.

A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/eGtbQDSk.