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Скачать или смотреть The Ultimate Guide to 529 Plan Withdrawals in 2023

  • College Money Talk
  • 2023-08-22
  • 11143
The Ultimate Guide to 529 Plan Withdrawals in 2023
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Описание к видео The Ultimate Guide to 529 Plan Withdrawals in 2023

Do you know how to withdraw from a 529 College Savings Plan to pay for the cost of college? Today we cover how to use a 529 plan to pay for college costs, and 5 mistakes to avoid.

My name is Drew Schlotter, and I am a Certified College Financial Consultant helping families figure out the whole "money thing" around college.

This video is NOT sponsored.

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Connect with us!
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Website: https://https://www.legacyconsultinggroup.com/
LinkedIn:   / drew-schlotter  

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Education Funding and Student Loan Planning for College-Bound Families
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TIMECODES
0:00 Intro

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Question – What videos would you like us to make on this channel?

This video is NOT sponsored.
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• Legacy Consulting Group is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
• The information presented in this video is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the presenter on the date of the post and are subject to change. A professional adviser should be consulted before making any investment decisions. Content should not be viewed as personalized investment advice, as an offer to buy or sell any of the securities discussed, or as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
• All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark.
• Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results.
•The annual rate of return and potential ending account value referenced in this video is for hypothetical and example purposes only. There are no assurances or guarantees with these results.
•Certain affiliates are dually registered with Perryman Securities, Inc., member FINRA/SIPC and in this capacity they may execute certain transactions through Perryman Securities, Inc.

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