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.