Unused 529 Plan Funds: 5 Spending Options to Consider
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes, 529 plans have unused funds
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary’s qualifying education expenses. Sometimes, 529 plans have unused funds
As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales,
When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, GA, IA, MN, OH, OK, OR, WA, WI.
© 2024 Bridge & Branch Wealth Partners. All rights reserved.