2752: Open a 529 Plan With These 6 Simple Steps by Caitlin See with Student Loan Planner on College Expenses

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Self-improvement, Education, Business

4.5 • 1.3K Ratings

🗓️ 7 June 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2752: Explore the essential steps for opening a 529 college savings plan, guided by Caitlin See from StudentLoanPlanner.com. Discover the advantages of different state plans, tax benefits, and investment options to tailor a plan that best suits your family's educational and financial goals. Read along with the original article(s) here: https://www.studentloanplanner.com/how-to-open-529-plan/ Quotes to ponder: "Each state offers its own 529 plan, with the exception of Wyoming. But that doesn’t mean you’re limited to choosing your own state’s plan." "Age-based portfolios are the most common 529 plan investment option because they take the guesswork out of investing." "Depending on where you live, you’ll need to determine if you’re required to use a 529 plan specific to your state in order to claim its tax benefit." Episode references: College Savings Plans Network: https://www.collegesavings.org/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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1:09.7	this is optimal finance daily episode 2752 open a This is Optimal Finance Daily, episode 2, 752.
1:14.0	Open a 529 plan with these six simple steps
1:18.0	by CaitlinC with Student Loan Planer.
1:21.0	And I'm your host and personal finance enthusiasts Diana Merriam.
1:26.2	Welcome back to Optimal Finance Daily where I'm here with you each and every day to read from
1:30.9	some of the world's best finance blogs.
1:33.0	So with that, let's get right to today's article
1:36.0	as we optimize your life.
	...

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