529 plans have traditionally been thought of and used as a college savings account. Thanks to recent law changes, the 529 plan is now a more versatile tax shelter tool in your financial plan. In today's episode of Wise Money, we're providing you with the top 4 ways you can use a 529 plan.
Season 8 Episode 39
Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!
Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.
Find more information about the Wise Money Show™ at www.wisemoneyshow.com
Be sure to stay up to date by following us!
Facebook - https://www.facebook.com/WiseMoneyShow
Twitter - https://twitter.com/WiseMoneyShow
Instagram - https://www.instagram.com/wisemoneyshow/
Want more Wise Money™?
Read our blog! https://www.korhorn.com/wise-money-blog
Watch the guys in the studio: https://youtu.be/Q4UMLQspFcI
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow
Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
College Planning Changes for 2023
What Happens to a 401k Loan if You Switch Jobs?
4 Potential Changes Coming To Social Security
How The SECURE Act 2.0 Impacts Your 401k and Retirement
The State of the Consumer in 2023
3 Questions to Ask Every Year for Optimal Tax Planning
Debt in Retirement: Tips and Strategies for Managing Debt
Understanding the Changes to Roth Accounts and Maximizing Your Retirement Savings
Biggest Ways the SECURE Act 2.0 Will Impact Your Finances
Tax Law Changes From the SECURE Act 2.0
Traps to Avoid When Going From an HSA to Medicare
What Changes Should You Make in Your Investments for 2023
How to Avoid Paying Tax on Your Social Security
Do These 5 Things if You Plan to Retire in 2023
How to Thrive Financially in 2023 - Recession or Not
Financial Lessons from Past, Present, and Future
How to Raise Financially Responsible Kids
How to Invest if Nearing Retirement
End of Year Tax Planning Strategies for 2022
3 Tax Planning Strategies Are Getting Better in 2023
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast