))
Episode 11: 529 Accounts For College Savings
Manage episode 419762116 series 3540814
Content provided by Mike Hunsberger & Amy King, Mike Hunsberger, and Amp; Amy King. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Hunsberger & Amy King, Mike Hunsberger, and Amp; Amy King 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.
In this show, Mike and Amy the characteristics of 529s and how they might fit into your education funding goals. Mike and Amy cover:
The two types of 529 Accounts (2:59)
The pros and cons of each type of 529 (5:08)
Types of qualified education expenses (6:30)
529s and scholarships/ penalty free withdrawals (13:08)
State level tax benefits of 529s (15:04)
State sponsored 529 Plans (15:32)
Selecting a 529 beneficiary (18:38)
Generational wealth transfer/ education funding (21:08)
Links:
www.savingforcollege.com
Operation Retirement Readiness: www.operationretirementreadiness.com
Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/
Schedule a consultation with Amy: https://www.instarfp.com/contact
Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.
14 episodes
Share
