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You Don’t Need to be a Parent to Benefit from 529 Accounts

When I learned that our investment team, a group of talented PhDs, was helping our clients with the problem of saving for their children’s future college education and building our own tax-advantaged 529 college savings plan, I was excited because I have two eight year old girls and I still hadn’t started a 529 plan for them. Now I have one for each of them. Get Ahead of the Chaos Parenthood Brings Since launching our own 529 College Savings Plan, we have spoken with many clients who found clever ways to save on taxes today, while simultaneously saving more towards their future financial goals. These clients know that one of the beautiful things about 529s is that, whether you already […]