Episode 27 | Education Planning | Different Ways to Fund Your Child’s Education

How should you save and invest for your child or grandchild’s education? 🎓 In Episode 27 of Watch Your Assets, Stephanie Bracken breaks down the different ways families can plan for education expenses, including: • 529 plans and their tax advantages • How leftover 529 funds can be used • 529-to-Roth IRA conversions • Student loans and financial aid • UTMA accounts and how they differ from 529s • Superfunding a 529 plan • Gifting directly to a university &nb...