529 Plans: When, How, and Why to Use Them

The Money Puzzle

English - September 03, 2020 15:00 - 37 minutes - 25.6 MB
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Previous Episode: The US Dollar vs. the new "Credit Society"

Next Episode: What Questions Should You Ask Your Advisor?

In this episode we break down 529 Plans:

- How are they used for educational expenses?
- What are the advantages? Disadvantages?
- What are some alternative ways to utilize 529 Plans other than for educational needs?
- How do 529 Plans fit into a legacy plan?

As always, check us out at www.familywealthplanningpartners.com, where you can find all of our contact information as well.