Unlocking the Benefits of a 529 College Savings Plan

In this video, Merit Wealth Manager, Andrea Zoeller, CFP®, delves into the critical topic of 529 plans, shedding light on the top questions from potential investors. These plans are instrumental tools for saving for educational expenses. In her informative session, Andrea covers these top 5 questions about the benefits of 529 College Savings Plans:

  1. What are 529 Plans?
  2. What qualifies as a higher education expense?
  3. What if the beneficiary doesn’t go to college?
  4. How much can I contribute?
  5. Who can open and control a 529 Plan?

This video provides invaluable insight for anyone considering the strategic use of 529 Plans to invest in the future education of their loved ones. Please reach out to your Merit Financial Advisor if you have any questions.

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