Complimentary eBook:
How to Find a Great 529 Plan for College

As independent, fee-only advisors who specialize in helping families plan for the cost of college, we know how important tax-smart saving is.

We also know that education is empowering, which is why we wrote this eBook.

In this eBook, we discuss:

  • How 529 plans are structured
  • Who can open a 529 account
  • Which 529 plans are available to you
  • How much you can contribute to a 529 plan
  • The tax consequences of your contributions
  • If a 529 account will impact your financial aid
  • How to pick the best 529 plan for you
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