How to Money cover image

Ask HTM - Gifting $ to Other’s Kids, Most Affordable Protein, & Snagging the 529 State Deduction #1036

How to Money

00:00

Maximizing 529 Accounts for Education Savings

This chapter explores the benefits of 529 accounts for educational expenses, focusing on wise long-term investment strategies and state-specific tax advantages. It also discusses the importance of estate planning and introduces tools like Trust and Will, and Monarch Money for effective financial management.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app