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529 Plans: Everything Parents Need to Know
Are you a parent or grandparent who wants to learn more about 529s?
529s can be a great way to save for college but can also be confusing. In this episode, we break down everything you need to know about 529s in a way that's easy to understand. We talked to financial advisor Alissa Maizes about everything 529s, including the tax benefits, when to open a 529 account, and how to pick the best option for your family.
Throughout this episode, Samantha and Alissa discuss:
The Importance of Financial Education
Understanding 529s
Tax Benefits of 529s
The Grandparent Loophole
What if scenarios for 529s
Creating a Stable Financial Future for Your Kids
If you enjoyed this conversation, you can connect with Alissa on LinkedIn, follow Amplify My Wealth on Instagram, and learn more on her website.
If you are currently expecting, or planning ahead, check out perkyleave.com to learn about your leave benefits.
Moms With Benefits is chasing financial and emotional stability for motherhood. If you resonated with this episode, we’d love it if you would rate and review us to help spread the word. You can also find Moms With Benefits on Instagram @momswithbenefitsorg.
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By Samantha SaxbyAre you a parent or grandparent who wants to learn more about 529s?
529s can be a great way to save for college but can also be confusing. In this episode, we break down everything you need to know about 529s in a way that's easy to understand. We talked to financial advisor Alissa Maizes about everything 529s, including the tax benefits, when to open a 529 account, and how to pick the best option for your family.
Throughout this episode, Samantha and Alissa discuss:
The Importance of Financial Education
Understanding 529s
Tax Benefits of 529s
The Grandparent Loophole
What if scenarios for 529s
Creating a Stable Financial Future for Your Kids
If you enjoyed this conversation, you can connect with Alissa on LinkedIn, follow Amplify My Wealth on Instagram, and learn more on her website.
If you are currently expecting, or planning ahead, check out perkyleave.com to learn about your leave benefits.
Moms With Benefits is chasing financial and emotional stability for motherhood. If you resonated with this episode, we’d love it if you would rate and review us to help spread the word. You can also find Moms With Benefits on Instagram @momswithbenefitsorg.