#529Plans #CollegeSavings #RetirementSavings #KidsRetirement #KidsCollegeSavings #College #TaxFree #IRA #IRATransfer #529Plan youtube.com/shorts/WoS0AN7…

4/29/2024: Traveling to @stablevalue #SVIASpringSeminar 2024 to present on "#529plans History and Opportunities: The Role of #StableValue" with Shalonda Harper Green, Jessica Cole and Michael Swink, CFA, CPA. Safe travels and see you in the House of Mouse (Orlando).

Who has that next #BaseBall #Stud? Well #DontWorryAboutIt let’s just #TalkAboutIt !!! Let’s gooo!!! #BeaconWealth #FindYourFreedom #YourVisionOurGuidance. #529plans @Beacon_WM @lcosta379

Preparing for #SVIASpringSeminar by @stablevalue next week at @ConradOrlando, where I will participate as a panelist on the "#529plans History & Opportunities: The Role of #StableValue" session with @virginia529, @InvescoUS & @Transamerica & as a golfer. See you there!

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If you find yourself with unused 529 funds, our recent blog explains how you can reallocate them to meet other educational objectives for yourself or family members. Read now: advantaira.com/blog/what-can-… #529plans #529rollover #RothIRA

Saving for Your Child's Education: Coverdell vs. 529 Plans jsmorlu.com/education-plan… #EducationPlanning #TaxPlanning #529plans #EducationSavings #financialplanning

Happy Birthday to @bendgibbons of @Ohio529Plan. Thank you for all that you do for families in Ohio and across the US on education financial planning, financial literacy and #529plans. We appreciate all that you do, and cheers to creating a great day! Tags: #529Conference 2023

Did you know? 529 Plans are often referred to as "triple-tax advantaged" because you get 1) tax-free growth, 2) tax-free withdrawals for qualified education expenses, and in many states, 3) a tax credit or deduction for contributions!💡 #529Plans

Maximize College Tax Benefits with Sai CPA Services: Education Credit Optimization, 529 Plans, Scholarships, Efficient Withdrawals, Filing Strategies. Contact Us: saicpaservices.com (908) 380-6876 #CollegeTaxPlanning #EducationCredits #529Plans #SaiCPAServices

Did you know that only a small percentage of taxpayers end up paying gift tax on contributions to 529 plans? Most people don't have to worry about owing anything due to annual exclusions and lifetime exemption. ow.ly/8oe850R9FP2 #TaxTips #529Plans #GiftTax

Booking my travel for #TMTS2024 by @StateTreasurers at @Westin #Pittsburgh. I like the price of 529 to get into the spirit of the event on education financial planning, and see you there! #529plans; #529plan

Thank you to our sponsors and making this event extra special! #CradleToGoldenYears #EducationSavings #529Plans #CSF2024

A heartfelt thank you for being a part of the CSF 2024 Annual Conference!! Let's continue to work together towards shaping the future of education savings. #CradleToGoldenYears #EducationSavings #529Plans #CSF2024

Next Thursday, MET is hosting an Enrollment Session at the Troy Public Library. Drop-in to learn more about Michigan's 529 programs. If you open a MET at the event, you could qualify for a $150 match. See match rules at SETwithMET.com. #TroyPublicLibrary #529plans

Happy Friday! If you have been waiting for that sign to start saving for your life goals, here it is and cheers to creating a great day! #529plans

We're thrilled to provide you with a behind-the-scenes glimpse of our hardworking board in action! Check out this exclusive photo capturing the dedication behind the scenes of the CSF 2024 Annual Conference. #CradleToGoldenYears #EducationSavings #529Plans #CSF2024

March Madness is indeed upon us. Want some more madness? Check these prices for the schools participating in this years NCAA tournament and then ask yourself this question: “Do I have a plan for my kids education expenses?” #NCAATournament #MarchMadness #529plans #RothIRA

📢 Register Now! Walk-Ins Welcome! It's Not Too Late! 📢 Join us at the CSF 2024 Annual Conference! Let's make a difference together! 🚀📚 #RegisterNow #WalkInsWelcome. #CradleToGoldenYears #EducationSavings #529Plans #CSF2024

As we kick off the CSF 2024 Annual Conference, we extend our deepest gratitude to our sponsors. #CradleToGoldenYears #EducationSavings #529Plans #CSF2024

3/19/2024: Traveling from PHL to Savannah today for @CSF529 Conference 2024 (#CSF2024) where I will moderate a session titled, "Performance and Ratings" of #529plans with Adam Millson of @MorningstarInc and Martha Kortiak Mert of @saving4college. Cheers to creating a great day!