In this video, we talk about the recent tax reform, 529 accounts, and how it may not be as great over the short term as people hope.
1. Provision of the tax from allowing families to withdraw $10,000 for private tuition.
2. Tax treatment of 529 on the federal and state level.
3. States playing catch-up to the tax reform.
As always, check out collegeandretirementplan.com for more information or email me at firstname.lastname@example.org.