Benefits of 529 Plans in an Estate PlanSubmitted by Clarus Wealth on July 14th, 2020
529 plans can help reduce tax liability and pass wealth to future generations, while still allowing you to maintain control of the assets - get the details here.
Contact us to find out how a 529 plan may fit into your estate plan.
For more information about any 529 college savings plan, contact us for more information at (720) 510-1199 to learn more about investment objectives, risks, charges, and expenses. Consider the investment information carefully. All investing is subject to risk, including the possible loss of the money you invest.