We've discussed gifts to give for the people who see to have everything or ways to stretch your budget, but this week, Stacey is discussing an option that will outlast any clothes or toys you maybe considering for the children in your life... a 529 plan! Before you think a 529 plan is too limited, think again! In this episode, Stacey shares some of the many ways the plans can be used to help fund the educational futures of the next generation and how it can benefit the tax situation of the person paying into the plan. It truly is a gift that keeps on giving!
Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.