The Taylor Frigon Advisor

529 Plans: Are they the best way to finance a college education?

The 529 is the most popular “college savings” program today, and has the greatest tax advantages. However, it comes at a cost in that it is irrevocable, expensive to operate, inflexible in investment options, and although the “beneficiary” can be changed within a family (even a cousin), the funds are only “tax advantaged” if they are specifically...

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529 Plans: Are they the best way to finance a college education?

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529 Plans: Are they the best way to finance a college education?

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IMPORTANT DISCLOSURE INFORMATION

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