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#211 - Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)

Author
Anna Sergunina
Published
Wed 22 Nov 2023
Episode Link
https://annasergunina.com/captivate-podcast/211-maximizing-529-plans-tax-benefits-and-best-practices-part2

Today, we're picking up where we left off, continuing our quest to unlock the secrets of choosing a college savings plan for your little scholars.

In my previous episode I laid out the groundwork, with those initial steps you need to kickstart your college savings journey. If you missed it, don't fret; there's still time to go back and catch up.

This week I'm sharing the nitty-gritty details on how to select the ideal plan and supercharge your savings game with a few tips and tricks straight from my family's playbook.

Let's dive in and explore the possibilities.

Anna's Takeaways:

  • College savings plans with investment options (05:04)
  • Maximizing savings (08:59)
  • Saving for college (14:25)
  • Start Early (18:58)

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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!

Links mentioned in this episode:

Best of 2023 College Savings Plans: https://www.savingforcollege.com/article/how-to-choose-the-best-529-plan-for-you

Bank Rate: https://www.bankrate.com/investing/best-529-plans/

  1. FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.

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