• Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

  • Feb 28 2025
  • Length: 9 mins
  • Podcast

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

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  • Summary

  • Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Ben in Orlando Florida who asks, “what are the primary mistakes people make when saving money for college?” John-Marks helps Ben understand why using a 529 plan only might be costing Ben tax savings through the AOTC which many people do not understand can’t be combined on the same college expense.

    Name and locations may have changed to protect privacy.

    Email your questions to: nationalsmartvestor@whitakerwealth.com

    This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

    https://www.whitakerwealth.com/
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