Invest in Your Loved One's with a 529 Plan Webinar

Описание к видео Invest in Your Loved One's with a 529 Plan Webinar

Dina Megretskaia, CFP®, EA, JD, Wealth Manager, Principal at Modera Wealth and Victoria Tejada, CFP®, EA, Senior Financial Planner at Modera Wealth cover questions such as:
-What is a 529 plan and what benefits does it offer?
-How is money in a 529 plan invested?
-Does the state I live in affect my decision-making?
-What are options if my child doesn't go to college, or gets a scholarship, or doesn't need all the money in the 529 account for school?

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