529 withdrawals
Many clients don’t know about 529 plans, and even those who do may not be sure how to handle withdrawals. The logistics can be challenging. Help your clients understand what that process looks like, including the tax considerations, as well as your role, with this article. A chance to highlight the value you add in the complex process of planning and paying for college.
What’s included:
~ 500 word customizable article
~ High-res image (choose from a selection)
~ Customizable social post
Many clients don’t know about 529 plans, and even those who do may not be sure how to handle withdrawals. The logistics can be challenging. Help your clients understand what that process looks like, including the tax considerations, as well as your role, with this article. A chance to highlight the value you add in the complex process of planning and paying for college.
What’s included:
~ 500 word customizable article
~ High-res image (choose from a selection)
~ Customizable social post
Many clients don’t know about 529 plans, and even those who do may not be sure how to handle withdrawals. The logistics can be challenging. Help your clients understand what that process looks like, including the tax considerations, as well as your role, with this article. A chance to highlight the value you add in the complex process of planning and paying for college.
What’s included:
~ 500 word customizable article
~ High-res image (choose from a selection)
~ Customizable social post
