The 529 Expert Way
Information on how the 529 industry works from advisor distribution to the latest concerns with omnibus subaccounting.
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BRIAN M. BOSWELL, CERTIFIED FINANCIAL PLANNER™
He / Him / His
Brian has worked with 529’s in many capacities since 2001. At 529 Expert, LLC he is responsible for providing his expertise in 529 plan construction, distribution, and sales to college savings stakeholders.
Previously, at Savingforcollege.com he was responsible for all things 529, including contributing content, quarterly rankings, and media relations. Brian served as Director of Advisor Distribution to Ascensus College Savings, the leading administrator of 529 savings and prepaid plans for eight years, and previously was Subject Matter Expert for educational savings research at Financial Research Corp. Brian has been quoted in leading publications including The Wall Street Journal, Reuters, and Investor’s Business Daily, among others. Brian received two Bachelor of Science degrees from Rensselaer Polytechnic Institute.
He is a father of triplets with significant higher education expenses in his future.
This information does not constitute tax advice and is provided for informational purposes only.
Before investing in any 529 plan, please consider whether the home state of the beneficiary offers any tax benefits that are only available through that state's 529 plan. Please read the respective 529 plan offering document and consider it carefully before investing in a 529 plan. Consult with a tax advisor, financial advisor, local taxing authority, and/or plan provider or sponsor for more information.
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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.