Whiteboard Series

Whiteboard Series: 529 Plans

The boys are back in this week’s Whiteboard video where we discuss the basics of 529 Plans. You’ll want to talk with your financial advisor to determine the best fit for 529 plans in your financial plan–there are a lot of little details that will impact how they might be implemented.



Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.