In this insightful episode of Frank Wealth Insights, Frank Fantozzi and fellow Return on Life Wealth Partners wealth advisor, Danielle LeChard, delve into the world of 529 plans – the ultimate tool for saving for your child's education.
They'll break down:
Frank and Danielle also address common misconceptions and answer key questions surrounding 529 plans to help you make informed decisions for securing your child's education without breaking the bank. Don't miss out on this essential guide to unlocking your child's future with a 529 plan!
Pursuant to Section 529(b)(1)(A)(ii) of the Internal Revenue Code, 529 plans are known as Qualified Tuition Plans. There are two types of 529 plans: savings plans and prepaid tuition plans. Both are generally sponsored by states or state agencies. Each plan has its own eligibility requirements, so please consult your Financial Advisor or the plan offering documents for more information. A comprehensive list of disclosure matters are addressed in connection with the Savings Plans in order to fulfill the responsibilities of state issuers to account owners. These disclosures are intended to present information in a clear manner and do not overlap with the disclosure obligations of broker-dealers or investment managers who are involved with Savings Plans. Understanding the differences between plan types and state-specific state tax benefits is important. Return on Life Wealth Partners suggests you consult with your individual tax or legal advisor.
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.
This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.
In this insightful episode of Frank Wealth Insights, Frank Fantozzi and fellow Return on Life Wealth Partners wealth advisor, Danielle LeChard, delve into the world of 529 plans – the ultimate tool for saving for your child's education.
They'll break down:
Frank and Danielle also address common misconceptions and answer key questions surrounding 529 plans to help you make informed decisions for securing your child's education without breaking the bank. Don't miss out on this essential guide to unlocking your child's future with a 529 plan!
Pursuant to Section 529(b)(1)(A)(ii) of the Internal Revenue Code, 529 plans are known as Qualified Tuition Plans. There are two types of 529 plans: savings plans and prepaid tuition plans. Both are generally sponsored by states or state agencies. Each plan has its own eligibility requirements, so please consult your Financial Advisor or the plan offering documents for more information. A comprehensive list of disclosure matters are addressed in connection with the Savings Plans in order to fulfill the responsibilities of state issuers to account owners. These disclosures are intended to present information in a clear manner and do not overlap with the disclosure obligations of broker-dealers or investment managers who are involved with Savings Plans. Understanding the differences between plan types and state-specific state tax benefits is important. Return on Life Wealth Partners suggests you consult with your individual tax or legal advisor.
Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.
This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.