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Don Your Crown - Your Dynasty Awaits
Manage episode 427808982 series 2910154
Sisällön tarjoaa Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Mike Morton, CFP®, RLP®, ChFC® and Mike Morton tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Dreaming of establishing your own dynasty? While you may not control a nation, you can create a long-lasting educational legacy with a 529 plan! Join Matt Robison and me, Mike Morton, on this week’s podcast as we delve into funding education for your children, grandchildren, and even beyond. We'll explore how 529 plans, tax-advantaged savings accounts for educational expenses, can be the foundation of your family's educational future. With benefits like tax-free growth, flexible beneficiary options, and no mandatory distribution rules, these plans are powerful tools for generational financial planning. Tune in to learn how to turn your dreams of a dynasty into reality with a 529 plan!
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
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