Host Dick Donahue talks about recent banking problems, U.S inflation showing signs of moderating, and four tips to boost your retirement tax plan.
Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state’s 529 Plan. The disclosure may be added verbally or to the disclosure page.