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Grandparent 529 Education Savings
Manage episode 450727616 series 2910154
Контент предоставлен Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Mike Morton, CFP®, RLP®, ChFC® and Mike Morton или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode of Practical Finance for Parents, Mike Morton and Matt Robison explore how grandparents can effectively save for their grandchild’s college education using 529 plans. They break down the best strategies, including whether grandparents should contribute to an existing parent-owned 529 or open their own account. With recent FAFSA changes, grandparent-owned 529 plans now offer even greater advantages, as withdrawals no longer impact the student’s financial aid eligibility. The episode also introduces the “Rule of Thirds” as a simple framework for planning college costs and emphasizes practical, stress-free solutions for families.
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Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
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