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Repurposing Your 529 Funds

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Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternate paths. Donna and Nathan discuss new options for unused 529 savings made available through the SECURED Act 2.0. Also on MoneyTalk, positive trends in retirement account participation, and Stock Trivia: Two Truths and a Lie.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

41 episoade

Artwork
iconDistribuie
 
Manage episode 421210846 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
You might think that with the high cost of education today, having too much college savings would be the least of your concerns. But there are many circumstances in which 529 balances remain unused, particularly today when more and more children are opting to forgo college for alternate paths. Donna and Nathan discuss new options for unused 529 savings made available through the SECURED Act 2.0. Also on MoneyTalk, positive trends in retirement account participation, and Stock Trivia: Two Truths and a Lie.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 5/28/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

41 episoade

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