Episodes
Monday Jul 04, 2022
Family Education in Your Estate Plan
Monday Jul 04, 2022
Monday Jul 04, 2022
If you’re estate planning, don’t miss out on the benefits of a 529 plan. Today, Paul explains what these plans are and why you should consider this tax-advantaged investment vehicle if you or your family may have education expenses. Later in the episode, Paul talks about how career counselors can help you navigate through the job world.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
Version: 20240320
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