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3 Limitations of the Indiana 529 Tax Credit
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- Опубликовано: 15 ноя 2023
- The Indiana 529 plan offers the best tax benefits in the U.S., but here are 3 limitations to the tax credit that you need to be aware of.
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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Video was perfect for me live in Indiana and am looking into 529 for my kids
How far back do you have to pay back in tax credits if you withdrawel for a differnt purpose?