Should We Be Using a 529 Plan?

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Education, Business, Investing

4.6 • 1.9K Ratings

🗓️ 28 January 2020

⏱️ 10 minutes

🔗️ Recording | iTunes | RSS

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Summary

If saving for college is in your plans, there are tax-efficient ways of doing it. If you're a regular listener, you know I'm a big fan of 529 plans. That's the gist of my conversation with Gabe from Philadelphia.

Have a money question? Email me here.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

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0:00.0	Welcome to the Jill on Money Call the Week. We are presented by Marcus by Goldman Sachs.
0:09.0	Remember this is your opportunity to get on the air with me and ask a financial question.
0:14.6	It could be anything going on in your life that is remotely related to a dollar sign.
0:19.4	So that could mean a career issue.
0:21.3	It could mean an education financing. Maybe it has to do with buying a home maybe it's
0:26.4	investments whatever just send us an email ask Jill at Jill on money.com ask Jill at
0:31.0	Jill on money.com ask Jill at Jill on money.com.
0:32.8	Ask Jill at Jill on money.
0:35.8	That is what Gabe did.
0:37.2	He is calling from Philadelphia.
0:39.3	Hello, Gabe.
0:40.4	Welcome to the program.
0:41.5	What can I do for you?
0:42.8	Hey, good morning.
0:44.1	Thank you.
0:44.8	Love the show.
0:45.9	I'm just going to see if my family is doing the stuff
0:49.3	right in terms of our financials.
0:51.6	Tell us about yourselves. So mid-30s, my wife and I both work, came fully employed, earned nearly 160K together.
1:00.0	She has a 457.
1:01.8	I have a 401k all together.
1:04.1	Everything's about 125 grand, I would say
	...

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