Level Up Your Finances Retirement Tax Planning Investments Stock Options Goals Confidence Life

If college planning is important to you, then you want to listen to this episode to understand how a 529 plan may be a solution to help you maximize your college savings.

  • 529 Tax benefits
  • 529 Rules  
  • Impact on financial aid
  • Alternative Savings Strategies
  • What if my child doesn’t go to college?
  • What if my child receives a full ride?

Connect with Level Up Financial Planning on any of our social platforms: LinkedIn Facebook Twitter

cfp fort collins, co

Lucas Casarez is a Certified Financial Planner™ Professional serving tech professionals virtually out of Fort Collins, CO

Share on facebook
Share on twitter
Share on linkedin