529 Plan Insights
Rachael discusses the complexities of 529 plans, highlighting the varying state tax rules and deductions available. Both she and Brad explore the potential benefits and limitations of these accounts, especially when considering long-term planning for education savings. They emphasize the need for clarity on beneficiary changes and the importance of understanding annual contribution limits and earned income requirements.In this clip
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Mailbag: Roth vs. Trad, $35k Roth to 529, Combining Finances | Rachael Camp
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