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💵 The Real Tax Benefit of a 529 Plan #taxes #taxplanning #businessowner
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Sarah called us asking what to do after her parents told her she owes $114k from a 529 plan she didn’t know she was on the hook for.
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We’re investing $450/month into our baby’s 529 plan… here’s why🙏 Over 18 years, that’s about $97,000 out of pocket… But thanks to compounding (and 7% average returns), it should grow to about $150,000✨ Meaning… ✨ Over $50,000 of that is pure growth ✨ And yes — that growth is completely tax-free when used for education So instead of just “saving”… we’re letting time compound interest do the heavy lifting! And the craziest part? Even smaller monthly amounts can still turn into something BIG. Savi
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