A Rich Life Now and Financial Freedom in 10 Years or Less!

627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning

#podcast episodes (all) 'your wealth building strategy *4- avoid catastrophe 529 plans asset protection planning bankruptcy planning coverdell education savings accounts health savings account qualified tuition programs (529 plans) utma and ugma accounts Feb 18, 2019

Today, we continue the Asset Protection series with an in-depth look at health and education accounts. Specifically, we cover:

#podcast episodes (all) .traditional life event planning /education & college /marriage 401(k) plans 529 plans college planning friday q & a shows qualified tuition programs (529 plans) roth ira Jan 19, 2019

1:25 - I just got married. What financial planning should I do now?

39:35 - My employer offers a 401(k) with no match. Should I participate?

55:35 - How can I save for my child's college education with a 529 plan or with a Roth IRA?

For reference to any time-dated commentary, this show was recorded on 12/20/2018.

#podcast episodes (all) +stages of financial independence -stage 3: debt-freedom /buying a house 529 plans debt education planning friday q & a shows home mortgage payoff debt or invest qualified tuition programs (529 plans) real estate tax planning retirement planning fees Dec 18, 2018

2:00 - Should we pay off our mortgage or invest?

9:50 - Should I put more money into one of my child's 529 plans in order to help them on their financial aid calculations?

18:30 - Should a retiree in her 60s pay 1.7% as a financial planning fee?

47:20 - How should we unravel the tax situation for a house that I live in but don't own?

1:13:00 - What college financial planning organization should I choose?