08/06/2026
If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be worth a fresh look.
These plans are no longer viewed only as a college savings tool. Depending on the circumstances, they can help cover college costs, certain K–12 expenses, and even some apprenticeship or credentialing expenses, while still offering valuable tax advantages when the funds are used for qualified education purposes.
Swipe for a couple of frequently asked questions about 529 plans and what those considering them need to know.
If you have questions about whether a 529 plan makes sense for your family, please reach out to our team. We would be happy to help you think through your options.