Case Study: Private School Tuition is Now a Qualified Education Expense for 529 Plans

Published: Jan. 22, 2018, 9:16 p.m.

Principal Jennifer J. Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA to discuss the changes the Tax Cuts and Jobs Act made to 529 Plans, now allowing withdrawals of up to $10,000 for private elementary and high school tuition.