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Content provided by Travis Hornsby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Travis Hornsby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Explaining 529s with Collegebacker CEO Jordan Lee
Manage episode 238196198 series 2471867
Content provided by Travis Hornsby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Travis Hornsby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jordan Lee is the CEO and co-founder of CollegeBacker, a startup that helps people start 529 college savings plans. In this episode, learn what a 529 plan is, why it’s so important and how to get started.
In today’s episode, you'll find out:
- What led Jordan to co-founding CollegeBacker
- How a 529 plan works
- The impact of saving when your child is young
- What counts as a qualified expense for a 529
- Tax benefits of a 529
- What’s a good annual contribution
- Should a 529 be priority over retirement savings?
- What superfunding is
- How to calculate what to save in a 529
- How friends and family can contribute to your child’s 529
- Which states provide income tax benefits with 529 plans
- What happens if your child decides not to attend college
- Differences between adviser-sold and direct-sold plans
- How you might choose where to house a 529 plan
- How prepaid tuition plans work
- Can you save too much to a 529?
- Why every parent should contribute a 529 plan
Full show notes at https://studentloanplanner.com/33
294 episodes
Share
Manage episode 238196198 series 2471867
Content provided by Travis Hornsby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Travis Hornsby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jordan Lee is the CEO and co-founder of CollegeBacker, a startup that helps people start 529 college savings plans. In this episode, learn what a 529 plan is, why it’s so important and how to get started.
In today’s episode, you'll find out:
- What led Jordan to co-founding CollegeBacker
- How a 529 plan works
- The impact of saving when your child is young
- What counts as a qualified expense for a 529
- Tax benefits of a 529
- What’s a good annual contribution
- Should a 529 be priority over retirement savings?
- What superfunding is
- How to calculate what to save in a 529
- How friends and family can contribute to your child’s 529
- Which states provide income tax benefits with 529 plans
- What happens if your child decides not to attend college
- Differences between adviser-sold and direct-sold plans
- How you might choose where to house a 529 plan
- How prepaid tuition plans work
- Can you save too much to a 529?
- Why every parent should contribute a 529 plan
Full show notes at https://studentloanplanner.com/33
294 episodes
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Similar to Student Loan Planner
Ever wondered what makes great go-to-market leaders grow, even when the going gets tough? We have, too. And we’re on a mission to uncover the magic that makes that growth happen. This is Go-to-Market Magic, the show where we talk to go-to-market leaders and visionaries about the “aha!” moments they experience and the pivotal decisions they’ve made, all in the name of growth. And we’re not just talking about revenue growth that goes up and to the right — we’ll also discuss how they improve th ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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continue reading
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continue reading
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continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
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