A 529 Plan, like a retirement account, is a "tax-advantaged" place for you to invest. And when there are tax benefits, there are tax rules. This is why they are so complicated! (They wouldn't make it easy on us, would they?)
In this workshop, I'll cover all things 529s, so you walk away with a greater understanding of what they are, whether they make sense for your family, and if they do—how to use them.
Because 529s are NOT just another savings account.
-The taxation of a 529
-The rules of using a 529
-How to determine whether using a 529 is right for your family
-How to choose a bank for your 529 (you might not want to use your state's plan!)
-Investing in a 529—because you have to invest the money!
-What happens if my kid doesn't go to college?
-Alternatives to using a 529
Because I'm not just another #finfluencer!
Hi, I'm Amanda! You may know me as @dumpster.doggy on the internet.
My business is called Invested Development, and my goal is to make investing education accessible and fun. If you have felt left out of important conversations about money and investing, my work is for you!
After graduating with degrees in economics and communications, I went to work in investment management. I did this for about 6 and a half years. My primary role was called "investment counselor;" I was the person in direct communication with our high-net-worth clients, relaying portfolio strategy and answering all investing-related questions, on the spot, every day. To do this, I earned my Series 65 license, which is legally required for anyone acting as an investment adviser and providing recommendations.
But helping rich men get richer? Yeah, that was never going to be my life's calling. And now, with my business, Invested Development, I've taught over 20,000 students—mostly women—how to invest.
All good—I always provide the recording. Sign up as usual, and you recieve both the live access and the recording.