36 min listen
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
ratings:
Length:
42 minutes
Released:
Jun 21, 2022
Format:
Podcast episode
Description
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.
Released:
Jun 21, 2022
Format:
Podcast episode
Titles in the series (100)
Top 3 Tax Saving Tips That Fly Under the Radar: We share our favorite little-known tips for saving money on your taxes by Stay Wealthy Retirement Podcast