Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How 529 Plan Rules Trap Families in Low Returns
We drill into the hidden opportunity cost of staying invested in your home state 529 plan when better options exist. Lucas breaks down how tax caps create artificial loyalty, using real data on out-of-state plan performance versus local benefits. Luna challenges the framing with a specific family scenario to test the math. This episode is for families who think they are saving money by sticking to their state’s default fund but are actually losing ground on compound growth.
#Finance #BusinessPodcast #FexingoBusiness #529Plans #CollegeSavings #TaxStrategy #InvestmentFees #CompoundGrowth…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.