
Sign up to save your podcasts
Or


College costs aren't getting cheaper, which has more families asking whether a 529 plan is the right way to save for education. Nick and Eric break down how these accounts work, why they've become more flexible in recent years, and what parents and grandparents should think about before opening one. Before you decide how to save for education, it's important to understand how these decisions have an impact beyond just college tuition.
Here's what we discuss in this episode:
🎓 529 Basics: Understanding education savings plans
📍 State Benefits: Tax advantages vary by state
đź’° Funding Strategies: Different ways to contribute
🔄 Rule Changes: More flexibility than before
📚 Long-Term Planning: Start thinking beyond education and tuition
Our website: https://johnsonbrunetti.com/
Phone: 800-208-7233
Contact our team: https://johnsonbrunetti.com/contact-us/
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai
By Johnson Brunetti4.5
2121 ratings
College costs aren't getting cheaper, which has more families asking whether a 529 plan is the right way to save for education. Nick and Eric break down how these accounts work, why they've become more flexible in recent years, and what parents and grandparents should think about before opening one. Before you decide how to save for education, it's important to understand how these decisions have an impact beyond just college tuition.
Here's what we discuss in this episode:
🎓 529 Basics: Understanding education savings plans
📍 State Benefits: Tax advantages vary by state
đź’° Funding Strategies: Different ways to contribute
🔄 Rule Changes: More flexibility than before
📚 Long-Term Planning: Start thinking beyond education and tuition
Our website: https://johnsonbrunetti.com/
Phone: 800-208-7233
Contact our team: https://johnsonbrunetti.com/contact-us/
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai

229,674 Listeners

39,228 Listeners

450 Listeners

816 Listeners

1,312 Listeners

454 Listeners

682 Listeners

543 Listeners

752 Listeners

694 Listeners

934 Listeners

70 Listeners

828 Listeners

40,434 Listeners