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Changes to the 529 Plan (Indiana & Federal)

May 12, 2023

Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF®

Critical Element of the Week:​​ Changes to the 529 Plan (Indiana & Federal) – Tax Planning

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#taxplanning #lifeplanning #retirement #riskmanagement #legacyplanning

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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Wealth Management & Financial Planning

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