انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
Manage episode 332377316 series 1521440
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?
👉 Get Started With a Free Retirement Assessment
To grab the links mentioned in today's episode, visit the show notes page.
199 حلقات
Manage episode 332377316 series 1521440
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?
👉 Get Started With a Free Retirement Assessment
To grab the links mentioned in today's episode, visit the show notes page.
199 حلقات
كل الحلقات
×مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.