22956 El Toro Road,,
What is a 529 Plan?
The name “529 Plan” is based on Section 529 of the Internal Revenue Code. You enjoy significant tax advantages when you save money in a 529 Plan for future education costs. The funds in a 529 Plan are never taxed if they are spent for tuition and other education-related expenses at eligible colleges and universities. They can also be used K through 12 education costs.
Most parents save monthly in their children’s 529 Plans. Grandparents often add to these accounts as a gift on grandchildren’s birthdays.
We can help you establish 529 Plan at Fidelity, Vanguard and American Funds.
For more information CLICK HERE to schedule a FREE 15-Minute CONSULTATION! Let us help you start a 529 plan.
Paul@HappyPaul.com | (949) 215-7880