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.