42 min
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits Stay Wealthy Retirement Podcast
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- Investing
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.
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.
42 min