RBS 067: 529 Plans--How to Invest for a Child's Education episode artwork

EPISODE · Aug 15, 2022 · 27 MIN

RBS 067: 529 Plans--How to Invest for a Child's Education

from The Rob Berger Show · host Rob Berger

Investing for a child's education presents at least two challenges. First, we don't have a lot of time to save and invest. In most cases, we have 18 years, and in many cases, a lot less. Second, Once they graduate from high school, they need the money quickly over the next few years. In this way it's very different than retirement, where we plan to spend our nest egg over 30 years or more.In this video, we are going to use Utah's excellent 529 plan as a framework on how to invest for a child's education. And a big thanks to a viewer named Dan who put together an awesome spreadsheet to help us.Spreadsheet: https://docs.google.com/spreadsheets/...Utah's 529 Plan: https://my529.org/My Morningstar Course: https://www.youtube.com/watch?v=qRfRq...

Investing for a child's education presents at least two challenges. First, we don't have a lot of time to save and invest. In most cases, we have 18 years, and in many cases, a lot less. Second, Once they graduate from high school, they need the money quickly over the next few years. In this way it's very different than retirement, where we plan to spend our nest egg over 30 years or more. In this video, we are going to use Utah's excellent 529 plan as a framework on how to invest for a chil...

NOW PLAYING

RBS 067: 529 Plans--How to Invest for a Child's Education

0:00 27:58

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Rob Berger Show?

This episode is 27 minutes long.

When was this The Rob Berger Show episode published?

This episode was published on August 15, 2022.

What is this episode about?

Investing for a child's education presents at least two challenges. First, we don't have a lot of time to save and invest. In most cases, we have 18 years, and in many cases, a lot less. Second, Once they graduate from high school, they need the...

Can I download this The Rob Berger Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!