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How to Use a 529 College Savings Plan

Whether you are a parent or grandparent, 529 plans are a great tool to save for college. In this video, learn about the tax benefits for high income earners, the flexibility for parents, and options if you don't use all the funds. To listen to the full conversation, check out episode 35 of the Behind the Design podcast. CHAPTERS : 0:10 529 college savings plans 1:47 Flexibility with 529 plans 3:16 Annual limits 4:51 Estate planning opportunities 5:24 What if you don't use all the funds? 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two... 🚀 WORK WITH US: https://financialdesignstudio.com/get... 👋 ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation. ⚠️ DISCLAIMER: All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.