Mitlin Minute: What is a 529 Plan?

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

People often hear the term “529 Plan” as it relates to saving for higher education… but do you know what a 529 plan is?

Listen in and you will learn some of the key characteristics of a 529 Plan.

Be sure to listen and feel free to contact us at (631) 952-4466 x11 if we can be of any assistance.

Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.  Past performance is not indicative of future results.

Before investing, the investor should consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

bool(false)
Array
(
    [showposts] => 6
    [paged] => 0
    [post_type] => post
)

College In The New Normal, Episode #12

As you might imagine, the college experience today is not what it used to be even a year ago. The pandemic and related issues have made the journey to college troublesome if not seemingly impossible for many students and their parents. Hans Hanson is focused on helping make the transition i …

What Is A Mortgage Pre-Approval?

Mortgage rates are at an all-time low!  This environment creates an opportunity for first-time homebuyers, those looking to upsize/downsize or simply looking to relocate to find a home of their dreams.  Those of you that are thinking about this should understand what a mortgage pre-approval …

Abundance Mindset with Justin Breen, Episode 11

Justin Breen is CEO of the PR firm BrEpic Communications and author of the No. 1 international best-selling Book, Epic Business. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary …

A Look Inside Romance with Austen Rachlis, Episode #10

Austen Rachlis is a writer and filmmaker living in Los Angeles. She recently directed and produced the documentary Naughty Books, which highlighted the ups and downs experienced by self-published authors in the romance genre. Austen is a regular writer for Wondery podcasts American Innovati …
1 2 3 80 81 82

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation