This year’s State of the Union speech stirred up discussion about the 529 college savings plans by threatening the tax-free withdrawal for education that makes 529s so popular. Thankfully, Obama has since dropped that piece from his education reform plan. Since then, many of our clients have been asking: What is the 529 Plan? Why […]
In the USA Today Article, “10 Myths About College Costs” Winnie Sun is quoted, “Most people will qualify for some aid, but if you don’t try, you’re automatically not going to qualify.” Wise words Winnie!
Winnie Sun Sun Group Wealth Partners 3 Park Plaza, St. 120 Irvine, CA 92614 An Open Letter to the CEOs of America’s Fortune 500 on the Education of the Next Generation of Employees To America’s Fortune 500 CEOs: Our firm, Sun Group Wealth Partners, has formed the Campaign for Next Generation Employees, […]
“Employers do not need to incur any costs when offering a 529 college savings plan beyond typical enrollment expenses.”
Higher education is now essential for many jobs and career paths. Despite the clear need for college, tuition comes at a steep price, potentially saddling a family with overwhelming debt. A glance at the headlines reveals some scary insights about the increasing burden of student debt: • Two-thirds of college seniors in 2010 […]
Full Quote: “College graduates earn 84% more than high school grads.” -Los Angeles Times