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Topic: 529 Plans

529 plans are tax-advantaged investment accounts designed to help save and pay for future education expenses.

More on: 529 Plans

The podcast episodes discuss the benefits and strategies of using 529 plans for college savings, including tax-deferred growth, contribution limits, and options for rolling over unused funds.

For example, episode Mad Money w/ Jim Cramer 7/1/24 provides an overview of how 529 plans work and advice on maximizing their growth potential, while episode When Should You Buy a New Car? covers the new rule allowing 529 beneficiaries to roll over unused funds to a Roth IRA.

All Episodes