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529 Penalties and Taxes

529 Penalties and Taxes

On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of…

Should I Use a 529 Now?

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

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…

What's The Difference Between Prepaid Tuition And 529 Plans?

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.

What Is A Multigenerational Or Dynasty 529 Plan?

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.

How To Pay For College With A 529 Plan

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.

WCI #304: Roth's, 401(k)s and 529s

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…

529, Custodial Accounts, and Joint Accounts

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 #628

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…

Investing for Kids and New 529 Rules

Investing for Kids and New 529 Rules

On this episode of DIY Money, Quint and Logan talk through new changes and rules for 529 plans along with their thoughts on saving for your kids.

01.09.23    New tax rules on 529 plans /  New Energy Credits

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…

12.20.22  Investment Accounts Vs 529 Plans  /  The Best Pharmacies

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…

Using A 529 For Yourself: Uses And Benefits

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!

WCI #284: HSAs, 529s, and Donor Advised Funds

WCI #284: HSAs, 529s, and Donor Advised Funds

Dr. Dahle and Dr. Spath tackle your questions around HSAs—specifically the reimbursement process and if you can reimburse yourself for past expenses …

529: The 6-Figure Houseplant Blogger

529: The 6-Figure Houseplant Blogger

In this week’s episode, we’re catching up with the 6-figure houseplant blogger, Raffaele Di Lallo of OhioTropics.com. You might remember Raffaele fro…

WCI #276: 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s

WCI #276: 529s, I bonds, TIPS, S Corps, ETFs and 403(b)s

This episode Dr. Dahle covers a variety of your questions. We talk about when it is worth passing cash through a 529 account and if you should use 52…

Is Real Estate Better Than a 529 Plan?

Is Real Estate Better Than a 529 Plan?

When you're preparing to save for college, is it better to invest in rental real estate property or save with a 529 plan? We'll walk you through tha…

Futureproofing Your Career & Crypto Advice for Noobs with Kevin Roose #529

Futureproofing Your Career & Crypto Advice for Noobs with Kevin Roose #529

Today’s interview completely revolves around technology and we’re excited to have Kevin Roose joining us today. Kevin is an award-winning…

Conflicts of Interest in 529 Plans Highlight Need For Oversight

Conflicts of Interest in 529 Plans Highlight Need For Oversight

Recently, researchers have identified problems in how some states manage their 529 college savings plans. Here's what you need to know.

529 - Smart Investing During a Gold Rush by Paul Moore

529 - Smart Investing During a Gold Rush by Paul Moore

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