Slide 1529 Plans Kaitlyn Barrick Slide 2 What is a 529 plan? A 529 plan is an education savings plan run by a state or educational institution created to help families set…

Slide 1 Presentation to: Virginia Government Finance Officers’ Association “Virginia College Savings Plan – Program Overview and a CFO’s View of Surviving Recent…

Slide 1 An education for them. Tax savings for you. Slide 2 Which grow faster? Your children or college costs? The rising annual cost of higher education Source: Based on…

Slide 1 Saving for Education Education Funding Slide 2 What We Will Cover Before you invest for school Three Important Facts The Cost of College The College Funding Process…

What is an IRA? An IRA is an Individual Retirement Account. Which means that itâs a tax-deferred retirement account for an individual that wants to set money aside for them…