2752: Open a 529 Plan With These 6 Simple Steps by Caitlin See with Student Loan Planner on College Expenses

Published: June 7, 2024, 7 a.m.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.\nEpisode 2752:\nExplore the essential steps for opening a 529 college savings plan, guided by Caitlin See from StudentLoanPlanner.com. Discover the advantages of different state plans, tax benefits, and investment options to tailor a plan that best suits your family's educational and financial goals.\nRead along with the original article(s) here: https://www.studentloanplanner.com/how-to-open-529-plan/\nQuotes to ponder:\n"Each state offers its own 529 plan, with the exception of Wyoming. But that doesn\u2019t mean you\u2019re limited to choosing your own state\u2019s plan."\n"Age-based portfolios are the most common 529 plan investment option because they take the guesswork out of investing."\n"Depending on where you live, you\u2019ll need to determine if you\u2019re required to use a 529 plan specific to your state in order to claim its tax benefit."\nEpisode references:\nCollege Savings Plans Network: https://www.collegesavings.org/\nLearn more about your ad choices. Visit megaphone.fm/adchoices