[Series 65] 54, Education Savings 529 and Coverdell
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - That 529 plan contributions may be deductible at the state level, but not the federal level. - How the five-year gift tax averaging, or 'superfunding,' rule works for 529 plans. - The specific types of qualified education expenses for both 529 plans and…
The skinny
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