Education planning tips for 2019 {PFP Section}

11:46
 
Share
 

Manage episode 224455108 series 2293825
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.
itunes pic
Guest(s): Ross Riskin, CPA/PFS

Category: Technical

In this podcast, Ross Riskin, CPA/PFS discusses college and financial aid planning tips from The Adviser’s Guide to Education Planning. He specifically addresses:

  • Timing of tuition bill payments
  • Determining retirement planning contributions
  • Impact of allowances, including the education savings and asset protection allowance

Access the related resources from this podcast:

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.

83 episodes available. A new episode about every 5 days averaging 18 mins duration .