With tuition costs and student loan debt soaring, many families are taking a more proactive approach to college savings and planning. 529 Plans fill a vital need when it comes to families’ financial planning for college costs, and now K-12 school costs.
When you factor in 529’s growth trajectory and the operational and compliance efficiencies gained with subaccounting, we believe the time is ripe for 529 Plans to be part of every wealth management firm’s product offering.
Complete the following form to download our 529s Have Come of Age white paper to learn about the current 529 market and how technology solutions are supporting its growth. The paper includes tips for: