Latest / The Jeff Trapp Podcast
Must-Know 2024 Back to School Tax Strategies
As the back-to-school season kicks off, join Jeff Trapp on The Jeff Trapp Podcast to uncover the latest education tax strategies that can save you money. In this episode, Jeff dives into newly updated FAFSA rules, which introduce the "grandparent loophole," allowing grandparents to fund 529 plans without affecting financial aid. He also explores how leftover 529 funds can now be rolled into Roth IRAs tax-free, maximizing your savings. Learn about key tax credits, such as the American Opportunity Tax Credit and Lifetime Learning Credit, and discover how these can significantly reduce your…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.