529 Plan Basics, a 10-Minute Overview

September 12, 2023 401k Plan Professionals

We are excited to add this 10-minute overview of 529 Plans to our education offerings. Jennifer McElroy with Ascensus joins our advisor, Jenna Witherbee, to discuss the basics of 529 Plans.

529 Plans are investment accounts designed specifically for saving for education. These plans offer federal tax benefits and sometimes state tax benefits as well.

Please reach out to our team if you have any questions. We are here to help.

Phone: (952) 835-4485
Address: 7400 Metro Boulevard Suite #213 Edina, MN 55439
Email: Jessica.Ballin@LPL.com

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