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Optimize 529's for EDUCATION AND BEYOND

| May 29, 2024

Have you ever seen the movie "The Firm" with Tom Cruise.  At the very end of the movie the FBI approaches Tom Cruise not happy that they "only" have mail fraud against the "The Firm".  Cruise's response is classic, Do you even know what you have?  That's more than you had on Capone.

529 accounts are very much like that.  You may not know all of the opportunities that they present.  From funding K-12 education, paying for College, Changing Beneficiaries, Possibly Minimizing Estate Tax Issues, Funding Roth IRA's to multi-generational planning.  529's can be the gift that keeps on giving.

Attached is information that might help answer some questions regarding recent changes to 529 accounts.

If you would like to discuss how 529's could be a helpful tool, please give me a call and we can discuss your situation in more detail.

Optimize 529's for Education and Beyond