As spring brings renewal and fresh opportunities, it's a great time to revisit your financial strategy—especially when it comes to education savings. Whether you're just starting your career, approaching retirement, or already enjoying it, 529 plans offer flexible, tax-advantaged ways to support lifelong learning and legacy planning.
529 Plans: More Than Just College Savings
If you're in the early stages of your career or building a family, 529 plans can be a powerful tool—not just for your children’s education, but for your own goals too.
529 Plans: A Strategic Estate and Education Tool
As you prepare for retirement, 529 plans can serve dual purposes—supporting loved ones and enhancing your estate planning strategy.
529 Plans: A Legacy of Learning
Retirement opens the door to new possibilities—including helping others pursue education or continuing your own.
529 plans are more versatile than many people realize. Whether you're saving for a child’s future, planning your own educational journey, or looking to leave a legacy, we’re here to help you make the most of your options.
Family Legacy Wealth Partners
843 Penniman Ave, Plymouth, MI 48170
Phone: 734.667.1415
Email: familylegacywp@raymondjames.com
Website: www.familylegacypartners.com
529 plans come with fees and expenses, and there is a risk they may lose money or under perform. Most states offer their own 529 programs, which may provide benefits exclusively for their residents. Please consider whether the state plan offers any tax or other benefits. Tax implications can vary significantly from state to state. State tax treatment of K–12 withdrawals are determined by the state(s) where the taxpayer files state income tax. Please consult with a tax advisor for further guidance.
