$100,000 Per Year?! Let's Talk 529 Plans

11/04/2024 36 min
$100,000 Per Year?!  Let's Talk 529 Plans

Listen "$100,000 Per Year?! Let's Talk 529 Plans"

Episode Synopsis

Jesse and Gabe go deep on the topic of 529 plans today, helping their listeners understand this fundamental tool in saving for college. Their conversation covers:    - The basics of 529 plans   - The major benefits, such as tax-free investment growth   - The downsides, like illiquidity and penalties for certain withdrawals    - The nuance of the recently publicized "529 to Roth" conversion   - How to balance 529s into your overall financial plan   - and much more   Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.   All content is of a general nature and solely for educational, informational and illustrative purposes.   Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.   Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

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