Miller Wealth Group

1011 3rd St. N. Jacksonville Beach, FL 32250

529 Planning considerations

Today I was joined by Chris Stack Managing consultant of Savingforcollege.com to discuss 529’s and how they can fit into your overall financial planning strategy. This discussions uncovers many of the common misconceptions around 529 plans and how they should be viewed more as a powerful estate planning tool as opposed to simply being “Educational Savings Account”

This is the second time I have had the opportunity to hear Chris speak on the matter and have always been impressed at how many different ways a 539 can be utilized in family financial planning.

Attached is Chris Stack’s Biography along with a link to our discussion.

Chris Stack, Esq. Biography

529 Fireside Chat Video

Miller Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services are offered through International Assets Investment Management, LLC (“IAIM”) -SEC Registered Investment Advisor. IAA and IAIM are affiliated. Miller Wealth Management is unaffiliated with IAA and IAIM.