Private Wealth Management
Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, discusses how 529 plans could impact college savings strategies in an interview with Christine Benz from Morningstar.
For more of Tim’s insights, watch the interview below.
Investors should consider the investment objectives, risks, charges and expenses associated with a 529 Plan before investing. This and other information is available in a Plan’s official statement. The official statement should be read carefully before investing.
Depending on your state of residence, there may be an in-state plan that provides tax and other benefits such as financial aid, scholarships and creditor protection that are not available through an out-of-state plan. Before investing in any state’s 529 plan, you should consult your tax advisor.