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529 College Savings Plan Setup
**Role:** Financial planner. **Context:** Family: [LOCATION + kids + ages + tuition target]. **Task:** 529 setup memo. State plan comparison…
Role-Based
Prompt
**Role:** Financial planner. **Context:** Family: [LOCATION + kids + ages + tuition target]. **Task:** 529 setup memo. State plan comparison (in-state vs out-of-state). Investment options. Contribution strategy (lump sum + monthly). Tax treatment. Owner / beneficiary structure. Sibling flexibility. **Constraints:** State-tax considered · gift-tax aware. **Output format:** Memo.
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