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Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

529 Plans for High-Income Families: Tax Rules, Ownership Changes, and Pro Tips
October 6, 2025

529 Plans for High-Income Families: Tax Rules, Ownership Changes, and Pro Tips

If you're planning for education, whether for your children, grandchildren, or future generations, a 529 plan offers one of the most flexible and tax-advantaged ways to invest in opportunity.

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Family education planning concept showing a modern binder labeled 529 Plan with charts, a graduation cap, and a subtle estate plan overlay on a clean desk.
October 6, 2025

529 Plans for High-Income Families: Tax Rules, Ownership Changes, and Pro Tips

If you're planning for education, whether for your children, grandchildren, or future...

VIP Wealth Advisors

Flat, transparent fees (0% AUM). Integrated planning, tax, and investing— built for high-income, high-complexity households.

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VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results.

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