Skip to content
info@ianetwork.com

BrokerCheck by FINRA

704-272-1211
IA Network, LLC
IA Network, LLC
  • Home
  • About
  • Partners
  • Locations
  • Contact
Search:
  • Home
  • About
  • Partners
  • Locations
  • Contact

Category Archives: Education Planning

You are here:
  1. Home
  2. Category "Education Planning"
Sep302025

OBBBA and 529 Plans

Education Planning, Financial PlanningBy Robert Schaff

As we kick off the new school year, we believe this is a good time to address some of the important changes that were included in the OBBBA for 529 college savings plans—changes that could significantly affect how families plan and save for education. First, let’s define the two main types of 529 plans. While…

Read article
Contact Us
  • Phone:
    704-272-1211
  • Address:
    210 N Church Street, Suite 1905, Charlotte, NC 28202

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Advisory services offered through IA Network, LLC – An SEC Registered Investment Advisor.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquarted at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and IA Network, LLC, are not affiliated companies.

Click here for BrokerCheck

IA Network Form ADV
IA Network Form CRS

© 2022-2024, IA Network. All rights reserved.

Site Developed and Hosted by Convergent Systems, LLC

Go to Top