Financial Planning: The Who, What, Why, When, and Where of a 529 plan

By the Team at Options for College Success

Saving and paying for college, post-secondary programming, and training is incredibly difficult to say the least. If your student has learning challenges and disabilities, there are places to turn to for help with educational funding on a state and federal level. However, this isn’t always enough, and sometimes your student may not qualify.

One option for all students is in the Internal Revenue code, Section 529, an investment tool designed to help families save and pay for post-secondary education programs and training.

John Hewitt, founder and CEO of Liberty Tax Service, provided a breakdown on the 529 plan in the Business section of the Chicago Tribune on Monday. It’s a quick and informative read that is useful for all.

@libertytax @JohnTHewitt



Author: optionsforcollegesuccess

Options for College Success is incorporated as a 501(c) 3 not for profit organization. The population we serve are young adults with learning challenges and disabilities. Our program focuses on six areas of a student's life. We take an individualized approach to ensure that each student is able to realize their full potential. No cutting corners, just the help they need when they need it. 847.425.4797

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