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College isn’t getting cheaper — so let’s talk strategy. In this episode, we’re comparing two major education savings tools: 529 Plans and Coverdell ESAs. I’ll break down the similarities, key differences, and how each one fits into your financial game plan. From contribution limits and tax benefits to what you can actually use the money for, we’ll help you decide which account makes the most sense for your goals. Whether you’re planning ahead for your kids or helping a client make the right move, this one’s packed with gems.
By Sam SithSend us a text
College isn’t getting cheaper — so let’s talk strategy. In this episode, we’re comparing two major education savings tools: 529 Plans and Coverdell ESAs. I’ll break down the similarities, key differences, and how each one fits into your financial game plan. From contribution limits and tax benefits to what you can actually use the money for, we’ll help you decide which account makes the most sense for your goals. Whether you’re planning ahead for your kids or helping a client make the right move, this one’s packed with gems.