Learn the purpose of a 529 plan and what makes it a tax-advantaged investment that might be right for you. (2:21)
Learn how a 529 plan can be used for qualifying education expenses so you don't incur federal taxes on withdrawals. (2:34)
Learn the three primary considerations for saving for future education costs: time, investment amount and risk. (1:56)
Learn how 529 plans can be used, even when your student earns a scholarship. (1:06)
Learn how 529 plans can impact financial aid. (1:41)
Learn how leftover funds in a 529 plan account can still be used, including some options that don't involve tax penalties. (1:49)
Watch this 30-minute video to learn:
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