Jesse and Gabe go deep on the topic of 529 plans today, helping their listeners understand this fundamental tool in saving for college. Their conversation covers:
– The basics of 529 plans
– The major benefits, such as tax-free investment growth
– The downsides, like illiquidity and penalties for certain withdrawals
– The nuance of the recently publicized “529 to Roth” conversion
– How to balance 529s into your overall financial plan
– and much more
Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.
