Michael Green CFP® Talks Benefits of 529 Plans

By May 31, 2023No Comments

Michael P. Green, MBA, CFP®, RICP®, CLU®, ChFC®, CLTC® talks tax benefits and flexibility of 529 plans on CNBC Make It.

“You get the potential for a tax deduction on your state taxes, you’re allocating money for a specific goal that is important to you, you’re putting it into an environment where it can grow without tax and [withdrawals are] tax-free if you’re using it for educational expenses,” Green says.

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