
168. Everything You Need to Know About 529 Plans
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss 529 plans as a vehicle for college savings. Are you prepared for the skyrocketing costs of higher education? Look no further; we've got you covered with this enlightening episode all about 529 plans. Discover the pros and cons of the two main types of plans, learn about the incredible benefits of compounding interest, and understand the various ways to set up a 529 plan. We also dive deep into the tax advantages and emphasize the importance of being mindful of ownership when setting up your…
The skinny
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