Podcast Feed
529 Plans Aren’t Worth It?! (And Other Important Tax Thoughts) | Sean Mullaney aka The FI Tax Guy -…
Sean Mullaney is the FI Tax Guy (FI = Financial Independence). He’s a financial planner and the president of Mullaney Financial and Tax Incorporated …
The Best Interest
12/06/2023
How 529 Plans Work (In Simple Terms)
A 529 plan is an education savings account with federal tax benefits. The plans can be complicated, so we've broken down how 529 plans work into simp…
The College Investor
09/19/2023
How a 529 College Savings Plan Makes College More Affordable
If you’re a parent or a future college student wondering how you’ll ever pay for college, this show is for you!
Money Girl
09/13/2023
Over or Under Funding a 529 Plan
On this episode of DIY Money, Quint and Allie talk about over or under funding a 529 plan when saving for education.
Ask HTM - Renovating While Paying Off Student Loans, 529 Strategy For Immediate Use, & Popular Bank…
We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love f…
How To Money
09/04/2023
What Is The Private College 529 Plan?
The Private College 529 Plan lets you lock in current tuition rates for the future. But which schools recognize the plan and is it worth the cost? Le…
The College Investor
08/21/2023
Which is Better a 529 or Roth IRA for Your Kids? Money Q&A
In this episode of the Personal Finance Podcast, which is better: a Roth IRA or a 529 plan for investing for your kids? How Andrew Can Help You: J…
Master Money
08/14/2023
Should I Use a 529 Now?
On this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans …
WCI #315: 529's, Inheritance and Roth IRAs For Kids
Today we answer your questions about 529's. We try to help clarify the changes coming with Secure Act 2.0. We talk about if it would make sense for 5…
White Coat Investor
05/18/2023
What's The Difference Between Prepaid Tuition And 529 Plans?
Prepaid tuition plans are benefit plans, while 529 plans act like contribution plans. Find out which one might be best for your needs.
The College Investor
04/27/2023
What Is A Multigenerational Or Dynasty 529 Plan?
With a Dynasty 529 Plan, high net-worth parents can continue to save in the plan even after their kids have graduated. Here's what to know.
The College Investor
03/22/2023
How To Pay For College With A 529 Plan
Taking money out of a 529 plan is more complicated than putting money into a 529 plan. Here's how to take money out without getting penalized.
The College Investor
03/13/2023
WCI #304: Roth's, 401(k)s and 529s
We always know when it is the beginning of the year because we get so many questions about retirement accounts and everything related to them. This e…
White Coat Investor
03/02/2023
529, Custodial Accounts, and Joint Accounts
On this episode of DIY Money, Daniel and Logan walk through various ways to save for kids whether that is for college or other goals.
Ask HTM - Getting a Reluctant Spouse on Board, WTD with an Old 529 Plan, & Landlording from Abroad …
We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for yo…
How To Money
02/06/2023
01.09.23 New tax rules on 529 plans / New Energy Credits
Clark’s first in a series about new tax rules in effect: A GREAT development with 529 plans may change your decisions on how to save for college. Als…
Clark Howard
01/09/2023
12.20.22 Investment Accounts Vs 529 Plans / The Best Pharmacies
Is it wiser for a family to fund an investment account over a 529 plan? 529 plans are a slam dunk for a kid definitely going to college. But if there…
Clark Howard
12/20/2022
Using A 529 For Yourself: Uses And Benefits
Did you know that you can start and use a 529 plan for yourself? It's possible! And here's why you might want to do it!
The College Investor
10/24/2022