Скачать или смотреть 3 Ways to Maximize Your 529 Contributions

Most people think of 529 plans as just a college savings accounts, but used strategically, they can be powerful tools for tax efficiency, gifting, and estate planning.
In this video, Justin Kuntz, CFP, breaks down:
What a 529 plan really is
3 smart strategies to maximize contributions
What to do with unused funds
How clients have used 529s to build lasting legacies
As always, if you want help aligning your investments with your broader financial plan, we’re here to help.
For information on how to work with us, please visit: www.pacwealth.com

Timestamps:
00:00:00 – Intro
00:37:05 – 529s Explained
01:18:02 – 3 Ways to Maximize Your Contributions
03:27:12 – What to do With Unused Funds
04:43:06 – Final Thoughts


Disclaimer: This information is provided for general information purposes only and is not intended to provide specific investment advice.  The information in this publication should not be relied upon for tax reporting, accounting, or valuation purposes.  The opinions are as of the date of the publication and are subject to change due to changes in the market or economic conditions and laws.