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Episode 11: 529 Accounts For College Savings
Manage episode 419762116 series 3540814
Mike Hunsberger & Amy King, Mike Hunsberger, and Amp; Amy King에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mike Hunsberger & Amy King, Mike Hunsberger, and Amp; Amy King 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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.
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