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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

FromStay Wealthy Retirement Podcast


Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits

FromStay Wealthy Retirement Podcast

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)

Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.