VIDEO: Click here to watch on YouTube.
Financial Assistant, Joseph Cavazos, discusses 529 plans in this video series for young professionals.
Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young professionals in their 20s-30s often face. Our goal with this video series is to educate and provide resources that will help guide these young professionals along their financial journey. In this video, Joseph explains and simplifies 529 plans.
529 Plans Explained – The Basics
Joseph will walk you through…
• What a 529 plan is
• What tax benefits are included in these plans
• Tax credits for these plans in Indiana
Watch more from this Young Professionals video series…
Interested in learning more about how to establish a foundation and build wealth as a young professional? Check out our blog on our Young Professionals Program. (Click here to read more.) Or if you’d like to learn more about securing your financial future and other related topics, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)
And as always, if you have any other questions, please contact us. (Click here for contact information.)
Presented by Joseph Cavazos – Financial Assistant
Learn more about Joseph and the rest of the Storen Financial team here.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. This is a hypothetical example and is not representative of any specific investment. Your results may vary. Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.