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Repurposing Your 529 Funds

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Konten disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Westwood One Podcasts and Cumulus Providence atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternate paths. Donna and Nathan discuss new options for unused 529 savings made available through the SECURED Act 2.0. Also on MoneyTalk, positive trends in retirement account participation, and Stock Trivia: Two Truths and a Lie.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

41 episode

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Manage episode 421210846 series 2280163
Konten disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Westwood One Podcasts and Cumulus Providence atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternate paths. Donna and Nathan discuss new options for unused 529 savings made available through the SECURED Act 2.0. Also on MoneyTalk, positive trends in retirement account participation, and Stock Trivia: Two Truths and a Lie.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

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