Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
Stay Wealthy Retirement Podcast
English - June 21, 2022 09:00 - 42 minutes - 34.2 MB - ★★★★★ - 152 ratingsInvesting Business Education Self-Improvement investing retirement retirementplanning financialplanning money stocks taxplanning wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 3 Key Takeaways on Inflation from the May CPI Report
Next Episode: How to Reduce Medicare IRMAA in 2022
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 529We 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.