September 30, 2018
By: John Zeltmann
As I write this article, we’re approximately three weeks out from the arrival of our third child. The due date is mid-October, and we don't yet know whether we're having a boy or girl. We're obviously very excited to find out and to also meet this little one who's coming into our lives.
Of course, being a financial planner, I can't help but start thinking about a topic for my family that we frequently discuss with our clients: 529 plans. As we’re asked a lot of questions about 529 plans from both parents and grandparents alike, we thought it might be useful to share some of them.