It’s time to talk about 529s
You work hard to create a holistic financial plan for your clients, so if you haven’t talked to them about the benefits of a 529 plan, we’re here to help.
As year end approaches, it is the perfect time to educate investors on the unique tax benefits of advanced gifting features of 529 plans.
How to start the conversation
It’s easier to have a conversation when you have a solid understanding of how accelerated gifting works and the specific tax benefits of 529 plans.