Exploring College Savings Options: 529 Plans, Roth IRAs, and Non-Qualified Accounts

Join Spencer and Austin as they delve into the world of college savings strategies. Discover the pros and cons of 529 plans, Roth IRAs, and non-qualified accounts for funding higher education.

Learn how each option works, including their tax benefits, flexibility, and potential drawbacks. Whether you're a parent, grandparent, or guardian, this discussion will provide valuable insights to help you make informed decisions about saving for your loved ones' educational journey.

Don't miss out on expert advice that could shape your family's financial future.

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.