EPISODE · Mar 2, 2021 · 19 MIN
Ep # 23: Should Grandparents Own 529 Plans For Grandkids?
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves. But who should own the asset? How much should be saved? What coordination should occur with the parents? Take a listen!Tracking # 1-05114737Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves. But who should own the asset? How much should be saved? What coordination should occur with the parents? Take a listen! Tracking # 1-05114737 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the ShowFor more insights on everyday financia...
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Ep # 23: Should Grandparents Own 529 Plans For Grandkids?
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