You don't HAVE to use a 529 plan to help your children financially. The control freaks out there might like a parent-owned brokerage account instead.
#collegesavings #529plans #wealthmanagement
For more on this topic, read our blog titled "College Savings: Is a 529 Right for your Child?"
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Disclaimer: All material discussed on this video is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this video may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.