Top 529 Plan Withdrawal Tips. (Video)

Knowing this helps us better customize your experience

Yes

No

I’m not sure

Knowing this helps us better customize your experience and offer better recommendations

My child(ren)

My grandchild(ren)

My Client

Other

Knowing this helps us better customize your experience and offer better recommendations

I am saving for

The youngest child I'm saving for is

LEARN

I want to learn more about college savings

OPEN A PLAN

I'm ready to open a 529 plan

GROW

I want to accelerate my 529 plan savings

I'm ready to open a 529 plan

I want to accelerate my 529 plan savings

Many 529 plans offer gifting platforms to allow friends and family to contribute.

Yes

No

Save time by skipping steps you’ve already completed.

I haven't started saving at all

I'm setting money aside, but not with a 529 plan

I'm saving with a 529 plan for at least one child

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