It’s graduation season, and on this 5/29 Day it’s a great time to take a look at how you are preparing for the educational needs of your children and grandchildren.
Here are some reminders for success:
• College savings can be an important part of your integrated financial planning
• A tax-advantaged 529 plan can help meet college-saving goals
• A 529 plan can also be used for qualified K–12 education expenses
Take a look to prepare for a better tomorrow, and congratulations to all the graduates of today!