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Giving the Gift of Education: PITFALLS and Tax Advantages
Your child or grandchild may only be two, but it’s never too early to plan for college. The costs are astronomical, and the debt can saddle a child for decades. Just remember there are right ways and wrong ways to go about saving for college: Do it right, and you’ll create a legacy instead of paying taxes. In this webinar, we take a hard look at 529s, Roth IRAs, Life Insurance, and the shifting laws around gifting. Hint: If you’re a grandparent, setting up a 529 for your grandchild may be the best, tax-advantaged way to help…and it will have no effect on their eligibility for financial aid!

Nov 11, 2021 12:00 PM in Pacific Time (US and Canada)

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