529 Plans: The What, Why and How by Winnie Sun
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 …
Blog
Understanding Corporate 529
Winnie Sun explains the advantages of a Corporate 529 Plan in this highly informative video.
“10 Myths About College Costs”
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 …
Campaign Letter
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 …
Strengthen Employee Loyalty…
“Employers do not need to incur any costs when offering a 529 college savings plan beyond typical enrollment expenses.”
Real Truth About College Debt
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 …
College grads earn 84% more…
Full Quote: “College graduates earn 84% more than high school grads.” -Los Angeles Times
“Old-School Benefit for a New…”
“People really want to allow their children, their grandchildren, and other important people in their lives the opportunity to attend college. But with college costs increasing at a faster rate …
Who We Are
About the Campaign There is a crisis in the U.S. It not only affects us, but the well-being of generations to come. In today’s global economy, getting a job …
Meet the Founder
Winnie Sun Wealth Manager/Education Advocate Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted independent wealth management firm providing financial planning services to …