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Grandparent 529 Education Savings
Manage episode 450727616 series 2910154
المحتوى المقدم من Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Mike Morton, CFP®, RLP®, ChFC® and Mike Morton أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of Practical Finance for Parents, Mike Morton and Matt Robison explore how grandparents can effectively save for their grandchild’s college education using 529 plans. They break down the best strategies, including whether grandparents should contribute to an existing parent-owned 529 or open their own account. With recent FAFSA changes, grandparent-owned 529 plans now offer even greater advantages, as withdrawals no longer impact the student’s financial aid eligibility. The episode also introduces the “Rule of Thirds” as a simple framework for planning college costs and emphasizes practical, stress-free solutions for families.
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Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
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