Ways to Use a 529 Plan

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Traditionally the 529 Plan has had a singular purpose: paying for college. Now the rules have changed and you have more options. What are the new ways you can use a 529 plan, and should you consider them as well? We’ll explain that and more in this hour of Wise Money!

Season 6 Episode 46

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This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Intro: (0:00) 
Segment 1: (0:11) 
Break 1: (9:27) 
Segment 2: (11:57) 
Break 2: (21:12) 
Segment 3: (22:30) 
Break 3: (31:50) 
Segment 4 (32:22) 
Outro: (45:22)
  1. Wise Money Show
  2. wise money show
  3. korhorn
  4. financial
  5. financial planning
  6. 529 plan
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Комментарии
Автор

No angry comment from this Youtuber. Love your guy's channel. Keep up the great work!

MagicKnight
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The Roth 401k tax trap video is how I found you this week. I disagree with your “dunks” on Indiana, but I like your content so far. Thanks for publishing to YouTube.

spencerwilson
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Probably after the show. I spoke to financial advisors. And if you invested in a 529 plan and there is money left over. We have the option to withdrawal the “post tax” dollars, penalty free. As the “initial” investment was already made with post tax dollars. So if you invested 50k and there is 25k, withdrawal and throw it into a brokerage or use it for your Roth IRA contributions. Or of course the options discussed on the show, grandchildren, other children, etc.

warmpapi
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My dads advisor say that Roth IRA 5 year rule with the Roth 401k tax trap isn’t true. What should he do? Open one anyway? Find a new advisor?

matthewmaurin