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529 Plan Superfunding: Tax-Smart Education Gifting for Medical Families

A featured image for a newsletter on 529 plan funding strategies for medical students, showing medical books, a stethoscope, and money.

The Healing Wallet A weekly blog focusing on financial guidance to help you manage wealth, advance your career, and integrate your faith.  Presented by Integritas Wealth Strategies  By Daniel Heidel  Issue No. 1 529 Plan Superfunding: Tax-Smart Education Gifting for Medical Families Fund your grandchild’s medical school education in one tax-efficient move. Picture this: your […]

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