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.
RECENT POSTS
bool(false)
Array
(
[showposts] => 6
[paged] => 0
[post_type] => post
)
By cgreen
Today’s guest on Mitlin Money Mindset™ is Craig Ziman, a South African national tourist guide. Craig was born and raised in Cape Town, South Africa. His family’s roots date back to 1735, and he is very passionate about his country. As a tourist guide, he’s been guid …
By Michael Lawrence
During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …
By Chelsi Balfour
Planning for retirement is on the minds of most people today. You strive for the day that you can wake up in the morning and know you do not have to go to work any longer. Although you may still go to work, it is a different mindset waking up and knowing that you do not have to go.
By Krista Thompson
Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …
