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Radical Personal Finance

979 EpisodesProduced by Joshua SheatsWebsite

Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core … read more

39:45

154-Masterclass on 529 Plans a.k.a. Qualified Tuition Programs - Part 2: Savings Plans

http://Patreon.com/RadicalPersonalFinance

We continue our Masterclass on 529 plans today. If you haven't heard part 1, Go back and listen to episode 138 first. http://radicalpersonalfinance.com/138-masterclass-on-529-plans-a-k-a-qualified-tuition-programs-part-1/ You'll need it for context on today's show.

Today we dig into more of the how-to regarding savings plans. I also spend a good bit of time explaining the state income tax benefits for you. Depending on your situation, these may or may not be important for you.

Topics:

  • Which states give a tax deduction for 529 contributions and how much?
  • Which states offer tax parity?
  • How to take advantage of the 529 State Income Tax Loophole.
  • How to figure out if you should take advantage of a plan with lower fees or a plan with a better deduction.
  • Who should own the plan--parents, grandparents, or child?
  • How do 529 plan distributions get reported?
  • What are the best 529 plans to choose for each state?
  • How can you get free money for college?

Enjoy the show!

Joshua

 

 

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