What is the best 529 Plan in California?
Released Friday, 18th June 2021
Good episode? Give it some love!
What is the best 529 Plan in California?
What is the best 529 Plan in California?
Friday, 18th June 2021
Good episode? Give it some love!
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Please visit my website for the full video transcript: https://tanphan.com/blogConnect with me on LinkedIn: https://www.linkedin.com/in/tanmphan
TAN Wealth Management
Summary:- A quick history of 529 plans- What are 529 plans and their advantages? - Estate planning with 529 plans- What is the best plan in California?- Red flags to look out for- Strategies to take advantage of future tax law changes
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Your Trusted Advisor with Tan Phan, MSFP, CFP®
Tan Phan is an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Subjects he covers in the podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.comJoin Podchaser to...
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