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Maximize Your 529 Savings: New Rules You Need to Know!
With kids back in school, education funding is top of mind for many parents—especially if you just paid a big
tuition bill! In this episode, I dive into one powerful education savings tool: the 529 plan. I’ll break down what it is, how it works, and the pros and cons you need to know. Plus, there’s a major new rule affecting how you can use excess 529 funds. If you have an existing 529, this could be a game-changer for you.
Let’s get to it…
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Connect with us on the following!
- LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmay
- LINKEDIN (Grace Speckman): https://www.linkedin.com/in/grace-speckman
- INSTAGRAM: https://www.instagram.com/evansmaywealth
- FACEBOOK: https://www.facebook.com/evansmaywealth
- EMAIL: [email protected]
__________________________________________________
Disclaimer: Grace
Speckman is a Registered Representative of Sanctuary Securities Inc. and an
Investment Advisor Representative of Sanctuary Advisors, LLC. Securities
offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory
services offered through Sanctuary Advisors, LLC., an SEC Registered Investment
Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary
Advisors, LLC The subject matter in this communication is educational only and
provided with the understanding that Sanctuary Wealth is not rendering legal,
accounting, investment advice or tax advice. You should consult with
appropriate counsel, financial professionals, or other advisors on all matters
pertaining to legal, tax, investment or accounting obligations and
requirements.
View all episodes
By Grace Speckman, CFP® | Evans May WealthWith kids back in school, education funding is top of mind for many parents—especially if you just paid a big
tuition bill! In this episode, I dive into one powerful education savings tool: the 529 plan. I’ll break down what it is, how it works, and the pros and cons you need to know. Plus, there’s a major new rule affecting how you can use excess 529 funds. If you have an existing 529, this could be a game-changer for you.
Let’s get to it…
__________________________________________________
Connect with us on the following!
- LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmay
- LINKEDIN (Grace Speckman): https://www.linkedin.com/in/grace-speckman
- INSTAGRAM: https://www.instagram.com/evansmaywealth
- FACEBOOK: https://www.facebook.com/evansmaywealth
- EMAIL: [email protected]
__________________________________________________
Disclaimer: Grace
Speckman is a Registered Representative of Sanctuary Securities Inc. and an
Investment Advisor Representative of Sanctuary Advisors, LLC. Securities
offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory
services offered through Sanctuary Advisors, LLC., an SEC Registered Investment
Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary
Advisors, LLC The subject matter in this communication is educational only and
provided with the understanding that Sanctuary Wealth is not rendering legal,
accounting, investment advice or tax advice. You should consult with
appropriate counsel, financial professionals, or other advisors on all matters
pertaining to legal, tax, investment or accounting obligations and
requirements.