March 25, 2019

10 things Clients need to know about Funding a Section 529 plan in 2019

IRS Section 529 plans are a valuable way to save funds for a child’s college or other education expenses. Do you know that 529 plans can be used for elementary, secondary and even homeschooling?

Many do not fully understand the benefits and rules that apply to 529 accounts. Below is an article outlining some facts about 529 plans for 2019. We hear at Blue Ocean have staff on hand that can help in assisting with setting up and/or administering what can sometimes be complex issues with 529 plans.

Top 10 Tax Facts for 529 Savings Plans in 2019