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Think your tax-free 529 plan is just for college tuition? Here’s what you may be missing.
College move-ins are in full swing this month. And so are 529 payments for tuition! But did you know that 529 tax-free savings plans can be used to pay for so much more than just traditional university tuition? Your kid has a passion to go to trade school and take over the family plumbing business? Use a 529! Want to change careers later in life and need to enroll in an accredited professional program? Use a 529! Here are 8 tax-free ways to use a 529 plan that many people miss: • Computers & books for class • Campus meal plans (because ramen isn’t a retirement plan) • Tuition for vocational and trade school • Apprenticeship Programs (tools, fees, training) • K-12 private school tuition • Student loan repayments • Graduate & professional programs (including application costs) • You can even transfer unused 529 plans to a Roth IRA. These are super flexible savings plans. So make sure you are taking full advantage. As always, talk with your trusted advisor to see how this may fit into your overall financial plan and for other important details on using the funds correctly. #529plans #TaxFreeSavings #CollegeSavings #FinancialPlanning #EducationFunding #SmartMoneyMoves #WealthPlanning #MoneyTips #TaxSmart #FuturePlanning #FinancialAdvisor #HNW #PrivateWealth #FinancialIndependence
Our client “John” doubled the sale price for his business. Here’s how.
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Our client “John” doubled the sale price for his business. Here’s how.
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Business Owners – Don’t miss out on this critical tax saving strategy! (and join our next webinar)
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Business Owners – Don’t miss out on this critical tax saving strategy! (and join our next webinar)
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