Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 7)

Dollars and Sense: Creating Your Fulfilled Life

09-11-2022 • 37 mins

A 529 plan is a college investment plan that offers tax and financial aid advantages, but what exactly is covered?

In this episode, Nicole provides an overview of 529 plans with her colleague, Colleen Dwyer. Colleen covers an overview of what a 529 plan is, the different advantages of the plan, and some of its limitations and flexibilities.

Colleen discusses:

  • What a 529 plan is and how the money invested in it can be used
  • How you can use the tax benefits and financial aid of a 529 plan to your advantage
  • What it means to offer financial support to beneficiaries through a 529 plan
  • Some of the possibilities and probabilities around the best way to use the plan
  • And more

Connect with Nicole Romito:

Connect with Colleen Dwyer:

About our Guest:

Colleen Dwyer’s financial services career began in 2018. As a financial advisor at Private Vista, she develops trusted relationships with clients and collaborates to build a plan that creates financial confidence and independence. She enjoys working with a dedicated and experienced team to deliver personal and critical advice and service, so her clients can be successful both financially and personally.

Colleen loves to spend quality time with her friends and family, and actively participate in her community. She lives with her husband in Lincoln Park and enjoys all the city has to offer – frequent bike rides and trying new restaurants. When not in Chicago, she spends time in Michigan and the western suburbs visiting family. Colleen also loves to travel and looks forward to checking places off her bucket list when she can.