Season 2 · Episode 20

[Fundamentals] 20, Education Savings Plans

Open Exam Prep · Ran Chen, EA, CFP®

December 26, 20244m 0s

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Show Notes

529 plans, Coverdell ESAs, and Roth IRAs offer tax advantages for education funding.

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this video to document my study notes, and I hope you find them helpful in your own preparation.

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