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Stifel Investing Newsletters

 

529 Plans

The attached Investing newsletter discusses 529 Plans, an innovative and powerful way to save for these educational expenses.  The 529 Plan offers individuals of all income levels an opportunity to invest in a loved one's education.  With high contribution limits and benefits, such as tax-deferred growth on assets and tax-free distributions for qualified education expenses, the 529 Plan is not only attractive, but a practical strategy for college funding.

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck