Up and to the Right

Planning College Funding with Curt Mangold


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Russell Harris and Brian Ransom are joined today by Signature Wealth partner, Curt Mangold. Russell gives us 2 truths and a lie on the cost of college through the years (1:25). What is a 529 plan (4:55)?  How the SECURE Act 2.0 is changing the 529 plan (10:32). Tax benefits of college planning  (21:47).

Send us your questions! Email: [email protected].

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Up and to the RightBy Signature Wealth Management Group