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  • Legacy Financial Group
    411 Scotland St Williamsburg, VA 23185-3623 T: 757.220.9730 F: 866.326.9495 TF: 877.542.9346
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Answering Four Common Questions About COVID-19 and 529 Plans
3/15/2021
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Family & Life Events
Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events
Read
Listen
When COVID-19 and the 2020-2021 School Year Collide
8/27/2020
Can the money in a 529 plan cover virtual learning costs? What if your student takes a gap year? Will you need to take action if the school issues a refund?
Family & Life Events
Saving for K-12 Education with a 529 Plan
8/20/2020
Learn about using 529 plans for more than just college savings.
Family & Life Events
Which Education Expenses Are Considered Qualified?
8/19/2020
Learn more about what the savings in a 529 plan can help pay for.
Family & Life Events
Read
As Schools Extend Refunds, Potential Tax Snag Emerges
4/13/2020
If you receive a refund for expenses paid out of a 529 plan, you may need to take action to avoid negative tax consequences.
Tax Planning
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Legacy Financial Group logoLegacy Financial Group logo
  • Legacy Financial Group: 411 Scotland St Williamsburg, VA 23185-3623
  • T: 757.220.9730
  • F: 866.326.9495
  • TF: 877.542.9346
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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