Get a free consultation to help determine the best plan for you from LotusGroup Advisors.
 |  |  |  |  |  |  |  |  |  |  |  |
 |  |  |  |  |  |  |  |  |  |  |  |
 |  |  |  |  |  |  |  |  |  |  | |
| By N2H | |||||||||||
Description: What brokers don’t want you to know! Fund selection secrets revealed, savings you thousands of dollars in fees.
529 Investment Fund Options from Andy Seth on Vimeo.
==================================
Ready to Reach you College Savings Goals? Get a Free Consultation from the Most Trusted and Risk Free Advisors in the Market – LotusGroup Advisors. With millions in under [...]
Privacy Policy for LotusGroup Advisors’ Best 529 Plans Blog
The privacy of our visitors to LGAdvisors.com/Best529Blog is important to us.
At LGAdvisors.com/Best529Blog, we recognize that privacy of your personal information is important. Here is information on what types of personal information we receive and collect when you use and visit LGAdvisors.com/Best529Blog, and how we safeguard your information. [...]
Copyright 2009 by LotusGroup Advisors (www.lgadvisors.com). All rights reserved. Federal copyright law prohibits unauthorized reproduction by any means and imposes fines up to $25,000 for violation.
Description: A little known secret in the Stimulus Package is that the 529 College Savings Plans have been made a little better with some law changes.
There are two main changes to be aware of, one benefiting those whose children are not yet in college and the other for those whose children are already in college.
1. [...]
Depending on your situation, there are clearly a lot of variables to consider.
LotusGroup Advisors is offering a FREE 30-MINUTE CONSULTATION with one of their expert Private Client Advisors to help you determine the best option for you.
Email: info@lgadvisors.com
Phone: (310) 808-8080
You can also SIGN UP FOR OUR NEWSLETTERS that are sent twice a quarter.
Description: Selecting the right 529 fund investments is done through a combination of not paying fees-upon-fees and adjusting your investment choices to be appropriate for what’s going on in the markets and when the money is needed.
After knowing if there is a tax benefit, you want to know how good the investment options are. Each [...]
Description: Some states offer a matching program as long as you’re a resident. Sound too good to be true? For most, it is.
Many states offer a Program Match where you are enticed to contribute and receive ‘free money’ in the form of a matched contribution. The reality is that the match is capped at a [...]
Description: This is where it’s so important to know how fees are built-in to your plan and how to avoid them. Let’s examine the different types of fees.
1. Broker-sold plans vs. Direct plans: Simply stated, if you buy a plan through a broker for their “advice”, you pay an upfront fee which comes out of [...]
Description: There is probably nothing more complicated than the rules around distribution and we don’t think it’s unintentional.
States “offer” a 529 plan as a benefit to its residents or to encourage investments by out-of-staters. That money carries a float meaning that the state can reinvest the money you’ve deposited because they won’t have to distribute [...]
Description: One of the perks of 529 plan from any state is that you retain control of the money as opposed to other options that require you to give up the money permanently to the person you designate.
One of the perks of a 529 plan is that you keep control of the account because it’s [...]
