Latest / Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners
529 Plans Explained—& Their Role in Higher Education Planning - E31
Michael and Brady break down everything you need to know about 529 plans: the education savings tool that parents, grandparents, and families often hear about but rarely understand in full. They reveal how these plans work, the tax advantages, common pitfalls, and strategies to maximize flexibility without jeopardizing retirement goals. Whether you’re saving for your child’s first semester or thinking long-term for your grandkids, this episode arms you with the clarity and confidence to make smart financial decisions about higher education.
Key Timestamps:
(00:00) - What is a 529 plan?…
The skinny
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