529 plans, explained
Roughly 70 percent of Americans have no idea what a 529 plan is, so if you want to help your clients take advantage of plan benefits, you first have to explain how they work. Consider using this article (and accompanying infographic) to explain the basics, so you can focus your in-person meeting on answering any questions. Not only do we cover the types of accounts and associated logistics, it can be customized to feature details from your state’s plan or tax code, as well as to highlight your own college planning services.
What’s included:
~ 900 word customizable article
~ Image (choose from selection)
~ Customizable social post
Roughly 70 percent of Americans have no idea what a 529 plan is, so if you want to help your clients take advantage of plan benefits, you first have to explain how they work. Consider using this article (and accompanying infographic) to explain the basics, so you can focus your in-person meeting on answering any questions. Not only do we cover the types of accounts and associated logistics, it can be customized to feature details from your state’s plan or tax code, as well as to highlight your own college planning services.
What’s included:
~ 900 word customizable article
~ Image (choose from selection)
~ Customizable social post
Roughly 70 percent of Americans have no idea what a 529 plan is, so if you want to help your clients take advantage of plan benefits, you first have to explain how they work. Consider using this article (and accompanying infographic) to explain the basics, so you can focus your in-person meeting on answering any questions. Not only do we cover the types of accounts and associated logistics, it can be customized to feature details from your state’s plan or tax code, as well as to highlight your own college planning services.
What’s included:
~ 900 word customizable article
~ Image (choose from selection)
~ Customizable social post
