Download our free white paper to help identify the right plan for your clients.
Saving to pay for a child’s education can be a daunting prospect—and for many clients, it may be the greatest expense they face. Understanding the nuances of 529 plans and other college savings vehicles is key to helping clients choose the option that fits with their overall financial goals.
Our complimentary white paper offers a side-by-side comparison of college savings vehicles and details the pros and cons of 529 plans, including:
This material is for educational purposes only and is not intended to provide specific advice.
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