86. Demystifying 529 College Savings Plans, College Planning, and Retirement: Insights & Strategies

Join hosts Dave Kozak and Joe Kerins on the College Knowledge podcast as they explore the world of 529 College savings plans, college planning, and retirement. In the first segment, they break down the basics of 529 plans, debunk common myths, and discuss the tax benefits and investment options available. Moving into the second segment, they emphasize the importance of understanding the desired outcome in both college planning and retirement savings. They highlight the risks of blindly depositing money into 529 plans without considering long-term implications for retirement. The hosts also address the impact of student debt on families and provide valuable insights for Middle America. Tune in to gain a comprehensive understanding of 529 plans and learn effective strategies for college funding and retirement security.