Tim Baker, YFP Co-Founder and Director of Financial Planning, takes a deep dive into the 529 plan. He discusses a framework for how to project and save for kids college along with the construct of 529 plans including what they are, tax advantages, what are qualified and non-qualified expenses, and considerations when investing money within a 529.

Mentioned on the Show

• Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance
• Register for the Next Webinar: Home Buying for Pharmacists: What to know, how to determine if you're ready, finding an agent, financing, and more!
• YFP 195: How to Save for Your Child's Education
• 7 Things to Consider Before Starting a 529 Plan
• YFP Planning: Financial Planning for Pharmacists
• Join the YFP Facebook Group
• YFP 208: Why Minimizing Fees On Your Investments is So Important
• Schedule a free Discovery Call with YFP Planning