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 Chet Advisor 529 Application Form 2014

2014-2025 Form

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welcome back this is episode 129. in this week's episode I'm going to focus on five ways to get the most from the Connecticut higher education trust otherwise known as the chat plan I received a listener question um a few weeks back mentioning that a listener had taken my advice on one of the tax tips that I mentioned and had opened a 529 plan but wasn't sure where to begin uh with the Investments and how to really make the most of this so I thought I'd cover five different things that you should be doing to get the most from your chat plan and this could also apply to other 529 plans as well so the first thing that you'd want to do to take advantage of this plan is to make a contribution so that you're getting the tax credit as I mentioned a couple episodes ago for my year-end Tax Strategies one was to make a contribution to the Connecticut higher education trust the Chet plan because as a Connecticut resident you're eligible to

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