TIAA Simplified for HigherEd

Benefits of 529 Plan – Saving For College


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College costs are rising A LOT faster than inflation. Imagine what college could cost 10 years from now. Can you afford it? How do you pay for it? Something's got to give, right? In this podcast, I'll share with you 6 reasons as to why I think the 529 Plan is the best thing going out there to save for college costs. Some topics and questions that I attempt to get to the bottom of....

  1. Which 529 Plan should you choose?
  2. What happens if your little one doesn't go to college?
  3. Who owns the 529 account?
  4. What's considered a qualified distribution?
  5. Taxes - What you need to know?
  6. How is financial aid impacted?

Other resources found at www.higheredretire.com

Great resource for 529 information www.savingforcollege.com

S&A Financial Services, Inc. is a registered investment

advisor. Content presented is for informational purposes only and should not be

considered as investment advice or as an offer or solicitation for the sale or

purchase of any specific securities, investments, or investment strategies.

Always consult with your tax advisor or attorney regarding your specific

situation.

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TIAA Simplified for HigherEdBy Greg Shepard

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