The Good Financial Cents Show w/ Jeff Rose, CFP®

Ep. 136 - Investing in Fundrise a Good Strategy For My Son (Ask a CFP®)?


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This is a question that I didn’t think I would ever have to answer.

 

It is a very unique question that a reader, David, sent in.

 

“Fundrise or a 529 College savings plan - what is the best when you are investing for your kid?”

04:08 Investment Component 06:56 Tax Component

 

Check out my YouTube channel here.

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Resources:

https://wealthhackerlabs.com/ask/

Fundrise Review: How to Invest in Corporate Real Estate With a Small Investment

7 Roth IRA Secrets You’ll Wish You Knew Sooner

Topic No. 553 Tax on a Child's Investment and Other Unearned Income (Kiddie Tax)

Roth IRA Rules and Contribution Limits for 2022

...more
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The Good Financial Cents Show w/ Jeff Rose, CFP®By Jeff Rose, CFP®

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