1511: Savings Tax Breaks for Middle America 529 Plans by Harry Stout of Financial Verse

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🗓️ 29 April 2021

⏱️ 11 minutes

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Summary

Harry Stout of Financial Verse talks about savings tax breaks for middle America 529 plans. Episode 1511: Savings Tax Breaks for Middle America 529 Plans by Harry Stout of Financial Verse Harry N. Stout is an acknowledged senior leader in the global financial services business with experience in all key business areas with particular expertise in personal finance, life insurance, annuities, product innovation, and business management. He has over 30 years of financial services industry experience in the U.S. and abroad, working in Europe, Northern Asia, Africa, New Zealand, and Australia. Harry is the author of the FinancialVerse books and content. The books include - The FinancialVerse - A Common Sense Approach for Your Money and Today’s Life Insurance - A Protection Took for Your Future. In November 2020 his newest book Today’s Annuity Products - A Tool to Create Protected Lifetime Income will be published. The books are available through the FinancialVerse.com website and at Amazon, Barnes & Noble and through other major national book distributors. The original post is located here: https://www.financialverse.com/post/savings-tax-breaks-for-middle-america-529-plans Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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0:00.0	Are you ready for a Monzo Business Bank account?
0:03.3	Heather from the Accountors' Growth Club was?
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0:25.0	Get tax pots with Monzo Business Prove for £5 a month.
0:28.1	T's and C's apply.
0:58.1	With Dr. Pepper Zero.
1:29.1	For now, let's get right to it and continue optimizing your life.
1:37.1	Savings Tax Brakes for Middle America.
1:40.1	529 Plans.
1:41.1	By Harry Stout, a financialverse.com.
1:45.1	This is the fourth and final installment of our series on savings breaks for middle-class Americans.
1:51.1	A 529 plan is a special incentive created by Congress to help families educate their children.
1:58.1	Let's learn more about this valuable provision.
2:01.1	A 529 College Savings Plan, or a 529 plan,
2:05.1	is an investment account that offers tax-free earnings growth and tax-free withdrawals
2:10.1	when the funds are used to pay for qualified education expenses.
	...

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