Broker Check

529 College Savings

We are very excited about this podcast as today is a special day.  It only happens once a year on May 29th.  A common savings plan utilized by many of our clients is a 529 plan.  So it should come as no surprise that similar to Star Wars day being May the 4th as well as Pi day on March 14th or 3..1..4.., that a common savings tool for education should get its own day as well.  May 29th, or 5…2…9 is National College Savings Plan Day.   We came across an interesting article from Broadridge Investor Communications Solutions which highlight 529 plan advantages.  We plan to highlight information from the article which will also be available below.