How To Use 529 Plans In The Age of COVID With Paul Curley From ISS Market Intelligence
Paul Curley from ISS Market Intelligence will talk about the benefits of 529 Plans in general, but also how they can be used with the new COVID normal. He will answer questions like, Can a 529 Plan pay a parent rent? Can it pay for internet access at home? Is PPE a qualified expense? What can a 529 Plan do for those with K-12 kids?
Free eBook - 5 Must-Knows For Balancing College & Retirement:
For questions on working with Mark, visit www.SonaWealthAdvisors.com.
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Inflation & I-Bonds & College Funding
Making The Most Of Your MN College Tour With Cozy Wittman
Negotiating College Award Letters With Shannon Vasconcelos
An Alternative Approach To Retirement With Denise Downey
New Dad Jokes & FAFSA Gets An Update -- Some Good. Some Really Bad!
Applying For College In The Age of COVID With John Hupalo
The Backdoor Roth For High Earners
Roth vs. 529s - The Rumble In The Jungle
Minnesota's Tax Benefit -- The Credit OR Deduction Explained
How Much Should I Save For College?
529 Plans Part #2 -- 529 Prepaid Tuition Plans
529 Plans Part #1 - 529 Savings (& Investing) Plans
Career Coaching With Ray Giese From CFPathways & College Due Diligence
Having The College Talk With Your Child
How To Maximize FAFSA (The Free Application for Federal Student Aid)
Copyright © 2006-2021 Podbean.com