Timing, Taxes, and 529 Plans

Bryn Mawr Trust

June 8, 2026

< 1 min read

Planning in Focus is your guide to navigating the complexities of wealth management with ease.

Saving for college comes with a fixed timeline, which makes early and tax-efficient planning especially important. Strategies such as 529 plans can help support your education savings within your broader financial plan.

Matthew Thornton, CFA®

Bryn Mawr Trust

Matt Thornton is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2022.

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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

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Timing, Taxes, and 529 Plans

Begin your journey

Have questions?

Recent Articles

Roths Decoded: Timing, Taxes, and the Power of Flexibility (Ep. 19)

What Happens When You Die Without a Will?

Integrating a Marketable Secured Line of Credit (MSLOC) into Your Financial Strategy

Recent Insights

Disclosures