Maximize college savings.
Maximize tax advantages.
Music to your clients’ ears.
529 plans are no one-hit wonders. Not only are they a flexible way to save for college, but they also offer tax advantages not found anywhere else.
Many investors know that 529 plans provide significant education planning benefits, including tax-deferred growth on account assets and tax-free distributions for qualified expenses. But few are aware of the opportunities for those who want to contribute to 529 plans in a tax-efficient manner:
Video highlights the perfect duo of 529 plan benefits
For more details on how 529 plans can help your clients maximize college savings — and maximize tax advantages — watch our recent Asset TV video.