))
Don Your Crown - Your Dynasty Awaits
Manage episode 427808982 series 2910154
Content provided by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Morton, CFP®, RLP®, ChFC® and Mike Morton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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/
156 episodes
Share
