Wellspring Financial Advisors’ Post

529 plans are tax-advantaged savings accounts that can be used for post-secondary education expenses including tuition, books, and room and board. In Wellspring Financial Advisors' latest insights piece, Senior Wealth Advisor, Katie Madzsar, CFP®, AEP®, provides an overview of these plans, including the benefits and potential drawbacks as well as use before, during, and after college. Click here for the full article: https://lnkd.in/eWAPB3vN #529plan #financialplanning

529 Planning: A Tax-Advantaged Savings Plan

529 Planning: A Tax-Advantaged Savings Plan

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