05/29/2026
May 29th is a reminder to think about education planning.
529 plans are one option, with both upsides and tradeoffs.
• Tax-advantaged growth for qualified education expenses
• Flexible beneficiary changes
• Limited investment options and potential taxes/penalties if used for non-qualified expenses
It often comes down to how it fits alongside everything else. If you’re weighing your options or just want to better understand what you have in place, I’m available for a conversation.
[email protected]
913.349.6094
7225 Renner Rd Ste 201
Shawnee, KS 66217
Registered Representative of First Command Financial Services, Inc. Member FINRA/SIPC. Prior to investing in a 529 College Savings Plan, you should compare the Plan with any 529 college savings plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other benefits that are only available for investments in the home state’s plan. Please read the Plan’s Disclosure Document, which includes investment objectives, risks, fees, charges and expenses, and other information. You should read the Plan Disclosure Document carefully before investing. For this and other information on any 529 College Savings Plan, contact First Command or your Financial Advisor. ((913) 261-9395 ) Please note that the availability of tax or other benefits may be conditioned on meeting certain requirements such as residency, purpose for or timing of distributions or other factors as applicable. As with any investment, it is possible to lose money by investing in a 529 College Savings Plan. Information provided is for general purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.
