Advanced college savings concepts
Saving for college is often one of life’s biggest financial goals—and it can be complicated. “Advanced college savings concepts” explains the differences between 529 plans and other college savings vehicles and explores key related issues, including financial aid and estate planning.
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Advanced college savings concepts—advisor seminar
This presentation covers the features and benefits of 529 plans and compares them with other college savings vehicles, such as UGMA/UTMA accounts.
For financial professional use only