The Money Puzzle

529 Plans: When, How, and Why to Use Them

September 03, 2020 Brian Ramsey, Eric Douglas, and Isaac LaFond Episode 15
The Money Puzzle
529 Plans: When, How, and Why to Use Them
Show Notes

In this episode we break down 529 Plans:

- How are they used for educational expenses?
- What are the advantages? Disadvantages?
- What are some alternative ways to utilize 529 Plans other than for educational needs?
- How do 529 Plans fit into a legacy plan?

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