529 College Savings Plan Q&A Session

Many of us look at the cost of higher education and wonder how we will pay for it. In-state or out-of-state, public or private, first-year student or transfer student: every option has choices and tradeoffs. They all have one thing in common — none of it is free.

Thankfully, there are options to help you make the right choice for your family. Amongst FAFSA, scholarships and grants, work-study programs, and student loans, 529 college savings plans — state-sponsored investment accounts — allow families to save for educational expenses and leverage tax-free withdrawals for qualified educational expenses.

Brighton Jones Lead Advisors help clients maximize the value of their 529 college savings plans. It’s not a one-off conversation. Rather, another component of the ongoing Personal CFO relationship we build with all our clients.