Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
Why Your 529 Plan Might Be Costing You Taxes
Most families assume their state tax deduction for a 529 plan is guaranteed, but the rules are shifting. We look at how four states have recently decoupled from federal tax code changes, creating unexpected tax liabilities for long-term holders. Lucas and Luna break down the mechanics of these legislative shifts and offer a specific strategy to protect your education savings from sudden state tax bill surprises in today’s market.
#529Plans #StateTaxes #EducationSavings #TaxStrategy #PersonalFinance #CollegeFunding #FexingoBusiness #BusinessPodcast #WealthManagement #TaxCode #InvestmentAdvice…
The skinny
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