PlanTran Financial

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This Independence Day is especially meaningful as we celebrate America's 250th anniversary. As we reflect on our nation's history and look ahead to its future, we wish you and your loved ones a safe, joyful, and memorable holiday weekend.

529 plans aren’t just for college anymore, they’ve become powerful tools for tax and estate planning. If you’re thinking about funding a child or grandchild’s future, it may be worth taking a closer look at how 529 plans can fit into your overall plan.

529 College Saving Plans Are More Powerful Estate, Tax Planning Tools Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.

Here are a few key topics to consider and discuss with your financial advisor, from revisiting your goals to reviewing performance and rebalancing if needed. If it’s been a while since your last review, this is a good place to start.

10-Step Mid-Year Financial Review The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.