Invest in Your Loved One’s with a 529 Plan Webinar
September 3, 2024
Dina Megretskaia and Victoria Tejeda explore how these tax-advantaged accounts can help you save and invest for a child’s future educational needs. Much like your 401(k) plan at work, 529 plans offer a set list of investments and the assets inside can grow tax free.
The webinar addresses questions such as:
- What is a 529 plan and what benefits does it offer?
- How is money in a 529 plan invested?
- Does the state I live in affect my decision-making?
- What are options if my child doesn’t go to college, or gets a scholarship, or doesn’t need all the money in the 529 account for school?
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Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville office is closed, and communication will be redirected to one of our other locations where someone can assist you.