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Education Savings Options

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Manage episode 491312603 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Over the years, higher education has meant higher inflation, and although there are various education savings accounts available, their rules and tax treatment can vary. Donna and Nathan discuss the differences between Coverdell education savings accounts and 529s, and some of the strategic ways you can implement them to fit your situation. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel cover the circumstances leading up to the Great Depression. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 6/25/2025; Original Air Dates: 3/29/2023 & 10/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

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100 episodes

Artwork
iconShare
 
Manage episode 491312603 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Over the years, higher education has meant higher inflation, and although there are various education savings accounts available, their rules and tax treatment can vary. Donna and Nathan discuss the differences between Coverdell education savings accounts and 529s, and some of the strategic ways you can implement them to fit your situation. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel cover the circumstances leading up to the Great Depression. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 6/25/2025; Original Air Dates: 3/29/2023 & 10/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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