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Time to review your 529?

Time to review your 529?

Released Monday, 25th September 2023
Good episode? Give it some love!
Time to review your 529?

Time to review your 529?

Time to review your 529?

Time to review your 529?

Monday, 25th September 2023
Good episode? Give it some love!
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Using a 529 to save for college? Is your child in high school? It might be time to revisit your 529! Listen to Derek and Laura talk about the importance of reviewing how the 529 is allocated and if you should still save in a 529.

Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics!

 


The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint Investment Advisors (SPIA) assumes no responsibility for any action or inaction resulting from the contents herein. Derek and Laura’s opinions and comments expressed on this site are their own and may not accurately reflect those of the firm. Third party content does not reflect the view of the firm and is not reviewed for completeness or accuracy. It is provided for ease of reference.

Certain statements contained herein may be statements of future expectations and other forward-looking statements that are based on SPIA’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. In addition to statements which are forward-looking by reason of context, the words “may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, potential, or continue” and similar expressions identify forward-looking statements. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. SPIA assumes no obligation to update any forward-looking information contained herein.

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