Episode 26 – 529 Plan Pitfalls

from A Thousand Miles from Wall Street · host Creative Planning

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team! Important legal disclosure: http://bit.ly/2DC250b

Episode metadata supplied by the publisher feed · Published Aug 23, 2019

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What this episode covers

Peter Mallouk and guest Wealth Advisor Todd Shepherd discuss nuances a 529 Plan and how to avoid common pitfalls. What if you save for an expensive college and the student doesn’t need all the capital? Does saving for college affect financial aid that’s available? If you have children, you should consider how to approach this important topic. Listen in as we explore on our latest podcast episode. More about guest Managing Director, Todd Shepherd: http://bit.ly/2YMSkrj Important legal disclosure: http://bit.ly/2DC250b

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Episode 26 – 529 Plan Pitfalls

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