With the month of August, we get the year’s hottest temperatures, hurricane warnings, and the start of a new school year. This month’s newsletter will focus on the latter, specifically, the intricacies concerning educational savings for K-12 and secondary education. We have previously addressed the basics of 529 plans, which can be read here. This month’s newsletter will provide a more in-depth look at 529 plan features.
Let’s briefly review some 529 plan basics. For starte