We all know that the 529 Plan is a great way to save for college, but did you know that Minnesota has an additional tax credit OR deduction for the year you contribute? Join Mark as he goes into more detail to see if this tax benefit is right for you.
Also, here are the two free resources mentioned in the Podcast.
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast 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 show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.