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Investing in a 529 Plan can be a key financial tool used in your family's education plan. Balances have exploded from a billion dollars in 2001 to over $105 billion at December 31, 2006, a 27% increase over the prior year (Source: The Investment Company Institute). Projected growth should mirror the 401K plans which went from 0 to $2 trillion in 20 years. As financial professionals and as parents and grandparents planning for our own families' college costs, we can provide much needed guidance to our clients in this area. Together, we will explore 529 Plans and the key tax provisions necessary to assist you in your educational planning needs. |
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