All Posts

08.31.2023

Off to College!

Founding Partner, David McBee recently moved his son into college at Auburn University. Like many of us sending our children off for the first time, we asked ourselves where did the time go! For those that saved for college through a 529 plan, we are grateful for the benefits that they provide. If you are beginning to start thinking about saving for college or how to access existing 529 funds, check out the article below to learn more.

Withdrawing from your 529 Plans

Close

Client Login

WPA Login Fidelity Login Fidelity Login Fidelity Login