Jesse and Gabe go deep on the topic of 529 plans today, helping their listeners understand this fundamental tool in saving for college. Their conversation covers: 

 

- The basics of 529 plans

 

- The major benefits, such as tax-free investment growth

 

- The downsides, like illiquidity and penalties for certain withdrawals 

 

- The nuance of the recently publicized "529 to Roth" conversion

 

- How to balance 529s into your overall financial plan

 

- and much more

 

Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.

 

All content is of a general nature and solely for educational, informational and illustrative purposes.

 

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Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.