Tax Advantages

🎓 Wisconsin Families: Save Smart with a 529 Plan! 🎓 529 Day is in 3 weeks! Did you know contributing to a Wisconsin 529 plan like Tomorrow’s Scholar can help you save on taxes and invest in your child’s future? 2025 Tax Benefits for Wisconsin Residents: ✅ Up to $5,130 state income tax deduction per beneficiary (single/joint filers) ✅ Up to $2,560 deduction for married filing separately ✅ Tax-deferred growth on investments ✅ Tax-free withdrawals for qualified education expenses ✅ Contributions can be made until April 15 for the previous year ✅ Anyone can contribute — parents, grandparents, friends! 📚 Whether it’s college, trade school, or K–12 tuition, a 529 plan helps you grow your savings while reducing your tax bill. Win-win! 🌟 🔗 Contact me today to learn more! #Wisconsin529 #Edvest #CollegeSavings #TaxSmart #FutureReady #529Plan #FinancialPlanning https://529wi.voya.com/page/tax-advantages Consider the investment objectives and risks and the charges and expenses of the investment company carefully before investing. Investments in 529s and mutual funds are subject to market risks, including the potential loss of principal. For this and other information about the investment company, obtain a prospectus from your Modern Woodmen representative. Read it carefully before you invest or pay money. Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL, 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products.

Super thankful for the opportunity to go to the Modern Woodmen Conference in Punta Cana last week! It was an unbelievable way to celebrate a successful 2024 (#37 in the Executive's Club) alongside other Modern Woodmen reps from across the country. It provided a great time to reflect and learn from other industry leaders to better serve my clients in 2025 and beyond! JOKE ALERT: After a tumultuous couple months with the stock market, I just want to point out that the S&P 500 was up every day I was in the Dominican Republic, up 7.12%. I am happy to go back to conduct some additional market research on this trend!! https://www.google.com/finance/quote/.INX:INDEXSP?sa=X&ved=2ahUKEwiwpoH67P2MAxV7jYkEHVqIAY4Q3ecFegQIPBAf Securities and advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. Consider the investment objectives, risks, charges and expenses of an investment carefully before investing. Investments in specific securities are subject to market risks, including the potential loss of principal. Past performance is not a guarantee of future results.

Modern Woodmen will officially announce the winners of our 2025 Modern Woodmen scholarship competition next month.