Happy Holidays from Pursuit Wealth Strategies
Qualified Charitable Distributions
What’s a Backdoor Roth?
Social Security Update
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.