As loving parents — and grandparents — is there any more valuable advantage in life that we can give to the next generation than the promise of a strong education?
My family is a dedicated part of the Aspen tradition. My wife, Corinne, and I are committed to giving the advantage of quality and credibility that genuine learning provides. One of the best ways to help fund future learning is through an educational savings plan.
What this presentation will cover:
How do education savings plans work?
How is a 529 Plan different from other educational savings plans?
What are the tax affects — federal and state — of a 529 Plan? Who is entitled to the benefits?
What about fees, expenses and investment options?
Does a 529 Plan impact a child’s eligibility for financial aid?
What happens to the investment if my child does not go to college?
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