PPT Slide
It’s worth more than you can imagine.
How are you going to help your future “scholar” meet college expenses?
What are some of the options you’ve had in the past?
Scholars Choice: Section 529 Plan
Who Can Benefit?
How does it work?
Maximum Contributions
Expenses Covered
The Benefits of Tax-Deferred Compounding
The Powerful Tax Advantages of Scholars Choice
Option 1: Age-Based Portfolios
Option 2: Balanced Portfolio
Option 3: Years to Enrollment Portfolios
Option 4: All Equity Portfolio
Option 5: Fixed Income Portfolio
Considerations:
Question: How much will my scholar need?
How do I get started?
Email: email@bobbieturner.net