There’s no required minimum age to open a 529 plan — you can open one as soon as your child has a Social Security number. Starting early allows more time for potential investment growth on a tax-deferred basis, and withdrawals for qualified education expenses are tax-free. 529 plans can be used for K-12 tuition, trade schools, undergraduate programs, qualifying graduate schools, and student loan repayment up to certain limits.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
