The good news here is there really isn't negative outcome where it were still preserving principle with the decision that we're advocating. It's losing purchasing power, but you're not losing principle. The tax advantage that you would get from a five 29 plan isn't applicable in your situation. And i've got something better for people, paula, which is, i am headed around the country. Maybe in some of those near paula is maybe she can join us in a few cities.
#360: I’m worried my parents are getting ripped off by their financial advisor. What should I do?
My wife is trying to qualify for student loan forgiveness … but we might lose a bunch of tax benefits in the process. Is it worth the risk?
I’m enrolling in grad school, and I want to optimize how to pay for rent and groceries. Should I use money from a 529 plan?
Three callers. Three questions.
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough Q’s.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it here and we’ll answer them in a future episode.
Subscribe to the show notes at https://affordanything.com/shownotes
Learn more about your ad choices. Visit podcastchoices.com/adchoices