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Aug 15, 2019

When it comes to saving for college education the plan of choice for most families is the infamous 529 but is it really the best choice? Caleb revisits a topic he previously shared via a YouTube video but felt was still worth talking about today. He brings up 7 key concepts on which we can compare a 529 plan to a whole life insurance policy to help you determine which one works best for your needs.

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Show Notes

  • The reason why a 529 is the plan of choice for some people - 1:28
  • Are these plans tax deductible? - 2:25
  • Tax-free use... with restrictions! - 3:15
  • Which one of these is the safest? - 4:22
  • How they affect your financial aid - 4:50
  • The death benefit - 7:00
  • Penalties/taxes - 7:20
  • The one benefit that truly matters: Long Term - 8:05
  • The reason to create this content - 10:40


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