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Podcast: Stay Wealthy Retirement Podcast
Episode: Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
Description: 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 529 We 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...