Happy Holidays from Pursuit Wealth Strategies
December 2021
Qualified Charitable Distributions
December 2021
What’s a Backdoor Roth?
July 2021
Social Security Update
June 2021
529 Plans
May 2021
As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.