Grandparent 529 Plans: Big Changes + How Retirement Savers Can Maximize the Tax Benefits
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
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 to love this episode.
Over age 50? Need retirement + tax planning help?
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To grab the links mentioned in today's episode, visit the show notes page.