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YFP 211: The Ins and Outs of the 529 College Savings Plan
Manage episode 296976514 series 1474130
Tim Baker, YFP Co-Founder and Director of Financial Planning, takes a deep dive into the 529 plan. He discusses a framework for how to project and save for kids college along with the construct of 529 plans including what they are, tax advantages, what are qualified and non-qualified expenses, and considerations when investing money within a 529.
Mentioned on the Show
- Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance
- Register for the Next Webinar: Home Buying for Pharmacists: What to know, how to determine if you’re ready, finding an agent, financing, and more!
- YFP 195: How to Save for Your Child’s Education
- 7 Things to Consider Before Starting a 529 Plan
- YFP Planning: Financial Planning for Pharmacists
- Join the YFP Facebook Group
- YFP 208: Why Minimizing Fees On Your Investments is So Important
- Schedule a free Discovery Call with YFP Planning
636 つのエピソード
Manage episode 296976514 series 1474130
Tim Baker, YFP Co-Founder and Director of Financial Planning, takes a deep dive into the 529 plan. He discusses a framework for how to project and save for kids college along with the construct of 529 plans including what they are, tax advantages, what are qualified and non-qualified expenses, and considerations when investing money within a 529.
Mentioned on the Show
- Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance
- Register for the Next Webinar: Home Buying for Pharmacists: What to know, how to determine if you’re ready, finding an agent, financing, and more!
- YFP 195: How to Save for Your Child’s Education
- 7 Things to Consider Before Starting a 529 Plan
- YFP Planning: Financial Planning for Pharmacists
- Join the YFP Facebook Group
- YFP 208: Why Minimizing Fees On Your Investments is So Important
- Schedule a free Discovery Call with YFP Planning
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