Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans.
5 Ways To Make It Easy
Published by Paul West I was listening to the great Eagles song, Take it Easy, on iTunes Radio recently. The song made me reflect and think about what clients want to feel from the services provided by their Wealth Advisor and advisory firm.