DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing cover image

529, Custodial Accounts, and Joint Accounts

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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Smart College Savings Strategies

This chapter explores optimal savings options for college education, comparing 529 plans and brokerage accounts. The speakers highlight the flexibility of joint investment accounts, recent changes to 529 rules, and the importance of teaching children about financial literacy and investing.

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