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.
Getting to Know: Jeff Bornhoft
Jeff joined Carson Wealth in July 2016 as a Compliance Specialist. Prior to joining Carson Wealth, he worked at TD Ameritrade for 13 years, the majority of which were spent in various risk management related positions (Compliance, Fraud and Retail Supervision).