To celebrate 5-29 day, we are giving you the top 5 reasons to invest in a 529 plan. But because we could all use a pick-me-up, we are also giving you the top 5 episodes of one of the funniest shows in history, Seinfeld. We hope it takes you back to a simpler, funny time, where our biggest concern was making it home in time on Thursday night.
|Reasons 529 Plans Are Awesome||Seinfeld Episodes|
|1||Earnings come out tax and penalty free if used for qualified education expenses.||The Contest (Master of your domain)|
|2||Having one, even a small one, tells your child you care about, and are invested in, their education.||The Opposite (Even Steven)|
|3||Many states have an additional tax benefit if you make a contribution.||The Bubble Boy (The Moops)|
|4||Account beneficiaries (the student) can be changed anytime – you stay in control of the account.||The Marine Biologist |
(Is that a Titleist?)
|5||Favorable financial aid treatment||The Soup Nazi |
(No soup for you!)
Happy investing. Stay safe! Try to find beauty and laughter every day.
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this article/show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.