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Taking money out of your 529 plan? Know these tax rules

12/21/2021

 
If you have children, you may be familiar with the 529 savings plan.
 
This is how it works in a nutshell.

  • You pick a plan (sponsored by states)
  • You contribute money
  • You invest the money 
  • Your money grows tax-free
  • You use the money to pay for qualified higher education expenses
  • You don’t pay income on distributions if the money is spent on qualified higher education expenses
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To make your money last through retirement, consider adding guaranteed income

12/8/2021

 
It's fair to say that until recently, investors (and their advisors) were singularly focused on saving for retirement. Lately, however, the focus has shifted largely to how to make money last through retirement—a move from accumulation to decumulation.
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Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
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