Five modules covering what you need to know to set your child up for success using a 529 account.
In this course, we'll cover:
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How to establish a 529 account to save for your child's college education
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Determining whose name the account should be in for maximum impact (parent, child, grandparent, etc.)
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Tax advantages for investing within the 529
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How to invest within the account
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How to choose which state's plan to use
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How to minimize FAFSA impact so you get the most aid possible
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Taxes and penalties, i.e., what happens if your child doesn't go to college
You don't need a financial advisor to help create a 529 account. This course details everything you need to know to choose a 529 account, including my favorite options and how to invest once you've got one opened!