Website To Go Offline: Starting December 29, 2025, this site and URL will be retired. Please enjoy our new website at myipiwealth.com now and into the future.

Check the background of this firm on FINRA's BrokerCheck

Versatile 529 Plans Can Help with More than Just College

back

News:

Versatile 529 Plans Can Help with More than Just College

Jul 14, 2025

529 plans were originally created in 1996 as a tax-advantaged way to save for college. Over the past several years, Congress has expanded the ways 529 plan funds can be used, making them a more flexible and versatile savings vehicle.

Read More


Investment Planners, Inc.
226 W. Eldorado Street
Decatur , IL 62522

PHONE (217) 425-6340
FAX (217) 425-9581
© Member FINRA/ SIPC
IPI Form CRS | IPIWM Form CRS | Reg BI Disclosure | Privacy Policy | Disclosures | Best Execution | Business Continuity
Check the background of this firm on FINRA's BrokerCheck
 
Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
 
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
 

Website Designed & Developed by