Stay Wealthy San Diego
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:42:04
- More information
Informações:
Synopsis
Today I’m talking about Grandparent 529 Plans. In fact, a BIG change was recently that seemed to fly under the radar. In addition to discussing this change, Robert Farrington joins me to discuss three (3) important things: How to maximize the tax benefits of a 529 Why 529 plans are great estate planning tools How to invest your money inside a 529 We also talk about alternatives to 529 plans that retirement savers might consider. If you want to learn about the new 529 rules + how to maximize the tax/estate planning benefits of these accounts, you’re going to love this episode. Over age 50? Need retirement + tax planning help?