20min chapter

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WCI #399: 529s, UTMAs, and HSAs

White Coat Investor Podcast

CHAPTER

Navigating Education Savings: 529s, UTMAs, and Health Accounts

This chapter explores the intricacies of financial planning for education, focusing on 529 plans and the advantages of overfunding these accounts. It also addresses the tax implications of UTMAs versus 529s, alongside the interplay between HSAs and HRAs for optimizing healthcare and education expenses.

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