Help Clients Know Before They Withdraw
The day you helped a client save for their educational goals, you solidified your role as their trusted financial advocate.
Fast forward several years. Now, your client is facing the need to spend down what they saved. These withdrawal tips are a valuable resource for you on everything 529, including how to help clients:
- Create a spending strategy
- Avoid withdrawal taxes and penalties resulting from distributions for non-qualified expenses
- Minimize the impact of distributions on financial aid eligibility, and more.
To download your 529 Withdrawal Tips, just click the button below
Want to read even more on smarter 529 distributions? Click here.
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