))
Where Should You Save For Education, UTMA or I Bonds with Daniel Wrenne and Jeff Wenger
Manage episode 390085043 series 3538801
A tartalmat a Daniel Wrenne biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Daniel Wrenne vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
If you're a parent or caregiver, planning for your child's education is a crucial financial decision. In this episode of the Finance for Physicians podcast, host Daniel Wrenne delves into the options available for saving for your child's education. Whether you're considering the traditional 529 plan, exploring the benefits of I Bonds, thinking about UTMA accounts, or even contemplating an investment account, this episode has you covered.
Daniel is joined by certified financial planner Jeff Wenger to discuss the pros and cons of these various education savings vehicles. They break down the nuances, from tax benefits and growth potential to control over the funds. They also share insights into using these options strategically to ensure your child's educational expenses are covered.
Tune in to get expert advice on how to make the right choice for your specific situation and financial goals. Plus, stay tuned for valuable tips on avoiding penalties and maximizing the benefits of your chosen savings method.
Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.
Links
Connect with me on my LinkedIn
Contact Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.
154 epizódok
Megosztás
