Day: August 20, 2024

529 Plans

What Is A 529 Plan? Tax-Free College Savings Explained

Only 33% of U.S. parents are aware of 529 plans, according to an Edward Jones survey. This means that less than 33% actually understand what a

August 20, 2024

529 Plans

Is It Better For a Parent or Grandparent to Own a 529 Plan?

Data shows that new parents are more motivated than ever before to save for their children’s college. However, there are quite a few barriers keeping

August 20, 2024

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Savvy Financial, Inc. (“SavvyFi”) is a web-based investment adviser. Our investment advisory services are made available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful. Nothing in this website should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors should consult with their own legal, regulatory, tax, business, investment, financial and accounting advisers. While distributions to cover K–12 tuition are tax-free on the federal level, state tax treatment will vary, and you should check with your tax professional for details. All investments involve risk, including the possible loss of money you invest, and past performance does not guarantee future performance.

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