Fraud Blocker529 Plan Resources

529 Plan Resources

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Image for College Costs: What’s a Parent to Do?

Aug 9, 2018

College Costs: What’s a Parent to Do?

Anyone with children knows the cost of a college education is steadily on the rise, and that money has to come from somewhere. So what's a parent to do? We discuss ways to 1) determine how much to save and 2) ways to save for your children's education.

Image for 529 Plan: Owner & Beneficiary Strategies

Jan 16, 2023

529 Plan: Owner & Beneficiary Strategies

The SECURE Act 2.0 was signed into law on December 29, 2022. While this bill has many provisions, one that has gained a lot of attention is the 529 Plan to Roth IRA Transfer starting in 2024. Keep in mind that a few conditions must be met for this transfer to occur.

Image for Student Loan Forgiveness – What to Do With Extra Money

Sep 12, 2022

Student Loan Forgiveness – What to Do With Extra Money

While it will sound boring to some, paying off loans or adding to your savings are two approaches that can help you now and grow your nest egg for when you need the money later.

Image for I’m 27: Here’s My Student Loan Repayment Strategy

Feb 24, 2020

I’m 27: Here’s My Student Loan Repayment Strategy

As important as it may feel to conquer your student loan debt, do not lose sight of setting money aside for your future. Develop a savings strategy that aligns with your financial goals.


What You Need to Know to Save For College and Save On College

The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.

Download the eBook

this is our ebook - so we can add from the Resources page if there's anything there as well.

Schedule a Consultation

We have helped our clients answer these questions and more. If you want a clear understanding of your financial future, and need help making changes to reach your goals, schedule a consultation and we can get started.

Schedule a Consultation

Looks like there's a SAC area automatically at the bottom of an infographic added with the Module - Mojo hopefully can fix that.

Also, I could not get a single FAQ/Ask Bedel (or a selected set) to filter in so would need to work on that.