By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: Change the Beneficiary You can switch the 529 to another eligible family member which could be siblings, cousins, even yourself. Use for Grad School or Future Education Funds can be … Read More

At MONTAG Wealth Management, our strength has always come from the people who dedicate themselves to serving our clients and supporting one another. Today, we are proud to celebrate an extraordinary milestone and honor a truly special member of our … Read More

By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: 529 Education Savings Plans offer tax-deferred growth and flexibility for a wide range of qualified education expenses which can be ideal for high-income families. State tax deductions or credits may apply, even … Read More