THE TRUTH ABOUT YOUR FUTURE with Ric Edelman cover image

8/16/24: The Huge Difference Between Inflation and the Inflation Rate

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

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Navigating 529 Plans: Strategies for Grandparents

This chapter explores the strategic financial planning opportunities for grandparents contributing to 529 college savings plans for their grandchildren. It highlights new rules affecting FAFSA calculations, the flexibility of using funds for various educational paths, and the potential of rolling over funds into a Roth IRA. The conversation emphasizes the importance of understanding each family's unique financial situation and the complexities surrounding generational wealth management.

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