Tyler Gardner
Region: US
Saturday 28 September 2024 13:53:50 GMT
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Michael R. Clark, CFP ® :
Even better might be to consider having a grandparent own the 529 on behalf of a grandchild so it doesn’t affect the FAFSA/financial aid calculation at all. Just a thought.
2024-10-01 11:12:08
16
Don.Bills.Mafia :
we fully funded our two boys bachelor degrees with a combination of 529s and coverdells
2024-09-28 14:11:24
9
bordercrossingfool :
15 years from opening the 529 until it can go to a Roth. The 529 is a better vehicle for grandparents to help grandchildren than for parents. If parents hold the 529, it counts as assets for FAFSA.
2024-10-10 03:19:46
4
20BucksADay :
18000 gift tax exclusion
2024-09-28 14:47:38
19
kamrausch75 :
What does “avoid Roth income limits for 7 years” mean?
2024-09-29 04:22:51
10
Jessica McCormick :
I’ve got to get started!
2026-01-06 07:11:25
1
jpo11126 :
Can you pay student loans with a 529
2025-08-23 20:38:46
1
e.darren.cz.2005 :
this is fire bro
2026-04-15 05:08:12
1
bpinsdc :
Question, when is a 529 considered to be unused funds? After my kids are over a certain age?
2024-11-01 22:58:08
1
k.adam.ao2.0205 :
love this
2026-04-15 05:12:01
1
Gokul Samudrala :
How can you fund 529 with “tax free”money ?
2024-10-10 12:49:54
0
小红薯 :
How is the NY 529?
2024-10-17 04:59:44
1
daphnebrogdon :
Didn’t know about 17k and Roth rollover
2024-09-29 05:01:34
7
Maestro2020 :
This is great information, need to slow it down for people not familiar with all of it. This would great for a longer video to elaborate more.
2024-09-30 02:57:32
13
corvetteowner :
Tyler, what are you gonna do this winter when it’s snowing like crazy?
2024-10-02 03:10:25
2
Leisure :
I follow so many other financial advisors in TikTok. Yours videos are unique and excellent.
2024-10-10 11:57:40
6
Jnorms :
Your videos have helped me out so much with my portfolio and knowledge on investing
2024-09-28 15:07:42
8
user9354046926006 :
Need this in more detail. Maybe written. Do you have that?
2024-09-29 02:41:15
5
Mary Gene606 :
Great information. Thank you
2024-09-28 13:59:26
5
NorthernBird :
I have gone back and forth on the 529. I went with the cust Roth.Hmm reconsidering.
2024-09-28 20:48:07
4
Ninth Oman :
Any benefit of a 529 for someone without a kid?
2024-10-13 00:39:17
1
Beach Belle Embroidery :
How do I start a 529 for my great niece?
2025-11-07 16:58:12
1
bpinsdc :
If $35k max Roth rollover with the 529, why 7 years to avoid max income? Wouldn’t I be looking at closer to 5/6 years to take the max rollover amount?
2024-11-01 22:59:24
0
Tom Wood :
Would it be better as a grandparent to open a 529 or custodial Roth IRA? Trying to decide which option is better for the kid.
2024-10-14 15:18:08
1
Carolina Grass :
sure, some of this stuff is over my head. went with the UTMA though I want it to be their money, not University money
2024-10-12 18:08:01
0
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