529 Plan Resources

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Image for Important 529 Plan Changes

Jan 17, 2024

Important 529 Plan Changes

Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state tax credit. Being an account owner of a CollegeChoice 529 plan is not a requirement to receive the credit.


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.