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Grandparent 529 Plans: Big Changes + How to Maximize the Tax Benefits

Grandparent 529 Plans: Big Changes + How to Maximize the Tax Benefits

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:

  1. How to maximize the tax benefits of a 529
  2. Why 529 plans are great estate planning tools
  3. 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.

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Episode Transcript

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.