Join us on Friday, May 24, at 10:00am for an information session on 529 College Savings Plan. Ask all your questions and find out if now is the time to open one for your grandchild.
What we will discuss about 529 plans:
- They can be used for K-12 education (up to $10,000 a year).
- They can be used for post-college education expenses, i.e. graduate school.
- Up to $10,000 can be used to repay outstanding student loans.
- Grandparent-owned plans no longer affect the FAFSA formula for expected family contributions.
- And best of all, $35,000 of unused funds can now be rolled over into a Roth IRA (certain rules apply)
We will be going over the changes that make these 529 College Saving plans even more attractive than they already were. We would love to have you join us. Please RSVP to eakerblom@castlewm.com
