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Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you.
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As parents, planning for our children’s future college education is a priority. We want to ensure that our children have the best possible chance of achieving their educational goals. With that in mind, many parents are turning to 529 college savings plans to help them save for their children’s college education.
In January of 2023, my actual kids’ 529 college savings plan is currently worth $50,000. This is a significant increase from the original amount of $20,000 that we started with five years ago.
The 529 college savings plan has helped us to save a significant amount of money for our children’s college education. We have been able to make regular contributions to the plan, as well as make one-time contributions when we have extra money. We have also taken advantage of state and federal tax incentives for 529 plans, which have helped us to save even more money.
The money in the 529 college savings plan is invested in a variety of different investments, including stocks, bonds, and mutual funds. This allows us to diversify our investments and ensure that our money is working as hard as possible to help us reach our educational goals.
We have also been able to take advantage of a number of other benefits that come with a 529 college savings plan. For example, we have been able to use the money in the plan to pay for qualified educational expenses, including tuition, fees, books, and room and board. We have also been able to use the money to pay for computers and other technology related expenses.
Overall, our experience with the 529 college savings plan has been positive. We have been able to save a significant amount of money for our children’s college education, and we have been able to take advantage of a number of tax incentives. We are confident that our children will be able to use the money in the plan to help them achieve their educational goals.
Hi I'm a Florida resident – are their any big differences between the UTah 529 vs Florida 529 besides the funds selection . Was interested in open up Utah 529 for a my son . Thanks
Were those 4 funds you're investing in Utah based small cap funds? Just making sure I understood your final statement on why you chose My529
which fund are you using?
Travis why not just select a target year fund? Or if you wanted to be even more aggressive than an 80/20 select a higher target year at 100% equities. Not sure how I feel about 529’s. I have had others share that performance was really not that great and if they had to do it again they wouldn’t. In WI I could technically get a state tax deduction utilizing $3500. So if I were to ever start a 529 that’s the max I would contribute per year just to take the benefit but on the flip side you truly only get like a $200 benefit via taxes.
Travis – kids owe u BIG LEAGUE!