138-Masterclass on 529 Plans a.k.a. Qualified Tuition Programs

1

Introduction

00:00 • 3min

2

What Is a Defector Retained Trust?

03:10 • 2min

3

What Is a Funded Account?

04:53 • 2min

4

Prepaid Tuition

07:09 • 2min

5

Are Five Two Nine Plans the Right Approach?

09:20 • 3min

6

The Value of a College Degree

12:04 • 3min

7

How to Use the Tuition Credit to Fund Private University

15:08 • 4min

8

How Much Is Your Income Tax Rate?

19:07 • 2min

9

Is Four Thousand Dollars a Good Assumption?

21:35 • 2min

10

How Do I Cashflow a Retirement Account?

23:59 • 3min

11

Is a Five Two Nine Plan Really a Good Idea?

26:53 • 4min

12

Five to Nine Plan Advantage - You Can Front Load It

31:05 • 3min

13

What Is Split Gifting?

33:38 • 3min

14

Five Two Nine Accounts - A Unique Tool for Financial Advisers

36:29 • 2min

15

Are You Concerned About Retirement Accounts?

38:47 • 2min

16

The Tax Advantaged Programmes Are Referred to as Tax Expensions

40:58 • 3min

17

The Tax Code Is Built to Incentivize Home Ownership

43:45 • 3min

18

The History of the Five to Nine Accounts

46:21 • 2min

19

The Alpha Strategy

48:37 • 2min

20

Is the Michigan Education Trust Subject to Federal Taxation?

50:45 • 3min

21

What's the Difference Between Tax Three and Tax Deferred?

53:47 • 3min

22

Obama Wants to Tax College Savings Accounts

56:38 • 2min

23

I Hate This Cherry Pick Stuff

59:05 • 2min

24

What's the Biggest Challenge With Five to Nine Plans?

01:01:09 • 2min

25

What Are Qualified Education Expenses?

01:03:25 • 2min

26

Coverdell Educational Savings Accounts - What Are the Qualified Expenses?

01:05:45 • 3min

27

Expenses for Special Needs Services

01:08:46 • 3min

28

Saving Money on a Five Two Nine Account

01:11:16 • 2min

29

Can You Buy by a House and Have Your Child Pay Rent?

01:13:46 • 2min

30

How Much Can You Contribute to a Qualified Tuition Account?

01:16:00 • 2min

31

Is the Distribution Taxable?

01:18:10 • 3min

32

How to Roll Over Distributions Without the Penalty Tax

01:20:52 • 2min

33

How Do the Accounts Work?

01:23:13 • 3min

34

The Risk of Political Risk in a Portfolio

01:26:16 • 2min

35

The Master Class on Investments - Part 2

01:28:20 • 2min

138-Masterclass on 529 Plans a.k.a. Qualified Tuition Programs - Part 1