In this video, I share practical tips on choosing the best 529 plan in 2023. As a parent with four kids and another one on the way, I understand the importance of longterm savings. I break down the process into six simple points, making it easier for you to understand and take action when selecting a 529 plan. I emphasize the significance of starting early and not overthinking the decision. I also discuss the types of 529 plans, tax benefits, investment options, and considerations for service and convenience. Join me as I provide straightforward advice on choosing the best 529 plan to secure a bright future for your child's education.
00:00 Intro
0:45 Tip 1
2:11 Tip 2
3:15 Tip 3
4:48 Tip 4
8:07 Tip 5
11:50 Tip 6
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TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
CERTIFIED FINANCIAL PLANNER™
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