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Sigma Investment Counselors

186 E. Main Street, Suite 200
Northville, MI 48167

Phone: 248.223.0122

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Home / 529 plans

  • Financial Planning

529 Account Contributions – Taking Advantage of Year-End Benefits

As we approach the end of the calendar year, it’s a good time to review some last-minute planning items that can result in 2020 tax savings. One such item is making contributions to 529 education plans in states that offer a tax-break on dollars that are deposited within the calendar year.  For example, Michigan offers … Continued

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Michigan Office:

186 E. Main Street, Suite 200
Northville, MI 48167

Phone: (248) 223-0122

Fax: (248) 223-0144

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Pepper Pike, OH 44124

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