Mitlin Minute: What is a 529 Plan?

Mitlin Financial
Posted on April 23, 2020
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

What Is Inflation?

By Chelsi Balfour

Inflation seems to be the word of 2022!  We have not seen inflation rear its head in a very long time, and some have grown up not even hearing the term (outside of a classroom) before this year.  Now that inflation is being spoken about daily we feel it is important to make sure everyone …

The 80/80 Marriage with Nate Klemp, Episode #86

By cgreen

Dr. Nate Klemp is the founding partner of “Mindful” and co-author of the newly released, “The 80/80 Marriage,” a new model for a happier, stronger marriage. Nate and his wife have both led successful careers consulting for high-powered companies around the world. Their work as mindfulness a …

Tips to Help You Stay Strong During Market Volatility

By Burt White

It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. 

Profit Advisor, Episode #85

By cgreen

Pam Jordan is the President of Pivot Business Group. She is a no-nonsense financial expert and speaker who specializes in analyzing and streamlining the backend of fast-growing companies while efficiently creating more profit and strategic growth. Pam started the Pivot Business Group and wo …

1 2 3 … 119 120 121

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

Categories

TweetsFollow

  • Mitlin Financial

    @MitlinFinancial
    This is part of why it’s about “time in the market not timing the market” https://t.co/EJ5PDBUzmP

  • Mitlin Financial

    @MitlinFinancial
    “Debunking 6 Inflation Myths” by @rchusker for @Forbes https://t.co/bWLGHGq6l1

  • Mitlin Financial

    @MitlinFinancial
    Money is ingrained in our everyday lives, but how and when should parents start talking about financial literacy with their children? Read this blog for guidance —> https://t.co/cVKXFYzM18 https://t.co/5lIbDlpFKN