Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How 529 Plans Protect Grandparent Assets
We examine the structural shift in estate planning where grandparents bypass traditional 529 plans to avoid impacting their grandchildren’s financial aid eligibility. By keeping retirement savings in separate vehicles and using direct payments, families can preserve both generational wealth and college funding access. This episode details the mechanics of why asset location matters more than the account type itself, especially as tuition costs rise and FAFSA rules evolve.
#GrandparentSavings #EstatePlanning #CollegeCosts #FinancialAid #FAFSARules #AssetProtection #RetirementStrategy…
The skinny
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