Do you have a 529 plan?
As you may know, we are huge fans of 529 plans - using them to impact your children and grandchildren. The new tax bill offers some exciting changes by which you can use those funds starting in 2018. Also, there has been changes at a state level (Minnesota) you'll want to know before you complete your 2017 taxes.
I sat down with Jerrid Sebesta to discuss these changes in detail on our latest episode of "True Wealth" Radio on KWLM.
If you have any questions regarding these changes, please, don't hesitate to give us a call.