Podcast Interview on 529 Plans
Here’s a recent interview I did on 529 plans with Andrew Chen of Hack Your Wealth. I hope you find it useful! Here are some topics we covered:
Key rules, tax benefits, and pros & cons of 529s
What are considered “qualified” educational expenses, how it’s enforced, and what happens if you fail to spend on qualified expenses
When it makes sense to invest in a different state’s 529 plan vs. your own state’s
Strategies and tradeoffs of grandparents funding 529s
Important changes to 529s introduced by the Tax Cuts and Jobs Act and the Secure Act
How the Private College 529 allows you to lock in future tuition using today’s prices
Visit the Saving for College page for more insights.
