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There is no question, 529 College Savings Plans are an exceptional savings tool when it comes to a child’s education expenses. One question does often come up when discussing this account type with our clients, “How much should we be funding our 529”? While this question can be complex, with an intimidating answer, the best answer is usually, contribute what you can. Don’t fret if you’re unable to cover the entire estimated college expenses, every little bit helps. I can say that from personal experience, your student should be and will be grateful for any help received. Here are some tips on contributing to 529s.

Discover the ins and outs of qualified expenses in a 529 plan. Learn what higher education costs are covered, including a surprising K-12 tuition benefit, and find out which expenses may not qualify. Get the full scoop on maximizing your 529 savings with insights from our latest blog post.

529 plans are the ultimate package for parents seeking effective strategies to fund their child's education journey. The beauty of these plans lies in their tax advantages.

Unlock the potential of 529 College Savings Plans using our latest blog as a guide. Learn about tax benefits, qualified expenses, and strategic tips for securing your child's educational future. Dive into our latest blog for expert insights on navigating the world of 529 plans.

Explore the intriguing juxtaposition of a resurging labor movement amidst the rise of artificial intelligence in our latest blog. Delve into the dynamics of power shift, union resurgence, and the uncertain future as technology evolves. Discover how AI impacts the financial sector and its potential implications for the workforce.

Discover the game-changing impact of SECURE Act 2.0 on 529 College Savings Plans. Explore smart strategies for handling surplus funds, including a revolutionary Roth IRA conversion option. Learn how to secure your child's education while paving the way for a financially secure future.