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Guest Expert: Scott Morrison, Saving for CollegeScott Morrison of Saving For College presented an overview of the data and tools available on savingforcollege.com to help advisors efficiently analyze 529 plan options, including demonstrations of...
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A few comments from listeners when they were asked what the learned from the webinar:
Love the part about calculating the costs of the tax deductions for using a state plan that provides them versus potential growth in another plan where they wouldn’t get the state tax deduction.
- Dawn T.
Great resource for 529 information and comparisons.
- Julie C.
Learned about what happens if the custodian for a 529 plan dies prematurely.
- Keith S.
The updated software demo was very useful.
- Cathleen T.
Love the part about calculating the costs of the tax deductions for using a state plan that provides them versus potential growth in another plan where they wouldn’t get the state tax deduction.
- Dawn T.
Great resource for 529 information and comparisons.
- Julie C.
Learned about what happens if the custodian for a 529 plan dies prematurely.
- Keith S.
The updated software demo was very useful.
- Cathleen T.
Love the part about calculating the costs of the tax deductions for using a state plan that provides them versus potential growth in another plan where they wouldn’t get the state tax deduction.
- Dawn T.
Great resource for 529 information and comparisons.
- Julie C.
Learned about what happens if the custodian for a 529 plan dies prematurely.
- Keith S.
The updated software demo was very useful.
- Cathleen T.