529 Plans with Doug Lewis

Are you familiar with 529 Accounts and the tax benefits they can have?

These accounts can be an effective wealth planning tool, but it's essential that you know how to use them properly. On this episode, we welcome guest Doug Lewis to help us know the most important information for 529 accounts.

Check out 8:45 to hear the difference between parents owning a 529 account and grandparents owning a 529 account.

Click here to learn more about Haussmann Financial.


This episode is hosted by Trudy Haussmann. 

Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics.

Visit our website www.haussmannfinancial.com if would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors.

Trudy Haussmann, CFP®, CA Insurance License #0756590

Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Patrick Danly, Financial Advisor; CA Insurance License. #0F88078

Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.