The Personal Finance Podcast cover image

The Pros and Cons of The 529 With Sean Mullaney

The Personal Finance Podcast

00:00

Prioritizing Retirement Savings and Understanding State Tax Benefits

This chapter discusses the importance of prioritizing retirement savings and understanding state tax benefits when opening a 529 plan. It explores the limitations and variations in state tax benefits, including the option of using a non-resident state's 529 plan. The chapter also highlights the unique tax rules in South Carolina and the impact of Secure Act 2.0 on 529 plans.

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