A 529 plan is a tax-advantaged investment account specifically tailored for education expenses for the designated beneficiary. While these plans provide federal tax advantages, they are sponsored by individual states, leading to variations in state tax treatments.

At Edward Jones, we offer comprehensive guidance on navigating the intricacies of 529 plans, empowering you to make informed decisions regarding your educational savings goals. With a range of investment options available across different state plans, you have the flexibility to choose the option that best aligns with your financial objectives, regardless of your home state.