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Advisor-Sold vs. Direct-Sold 529 Plans: Making the Right Education Savings Decision

Planning for education expenses can be a significant financial undertaking, but a 529 plan offers tax advantages and a structured approach to saving. When exploring 529 plans, individuals often encounter two primary options: advisor-sold and direct-sold plans. Understanding the differences between these two approaches is crucial to selecting the most
May 30, 2023 2 min read
What to think about before signing up for a 529 plan?
529 plan

What to think about before signing up for a 529 plan?

Before signing up for a 529 plan – a tax-advantaged education savings account – there are several important considerations to keep in mind: Education goals: Determine your education goals for yourself or your beneficiary. Consider factors such as the type of education (undergraduate, graduate, vocational), estimated costs, and the timeframe for when
May 26, 2023 2 min read
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