Ep # 23: Should Grandparents Own 529 Plans For Grandkids?

Benjamin Haas |

Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves.  But who should own the asset? How much should be saved? What coordination should occur with the parents?  Take a listen!





Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.  All content and information is for informational and educational purposes only. Tracking # 1-05114737