The Retirement Risk Show

529 Plans: Helping Loved Ones with Higher Education

September 30, 2022 Dave Hall Season 1 Episode 39
The Retirement Risk Show
529 Plans: Helping Loved Ones with Higher Education
Show Notes

A staggering question retirees ask is what they can do to leave behind impactful inheritance for family members. And this week Dave Hall interviews Robert Farrington, The College Investor, to provide an answer: 529 Plans. Dave and Robert cover the benefits and limits of 529 Plans as means to help cover higher education costs for loved ones. As accounts grandparents can leave to their grandkids or even to their own children, 529 plans offer a great opportunity to leave behind something meaningful for your family and make an impact on their future for even graduate level degrees. 

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