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BONUS: College Savings Simplified – Paul & Jean’s Special Request

All about simplifying college savings.

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BONUS: College Savings Simplified – Paul & Jean’s Special Request

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Listen to this bonus episode all about simplifying college savings. There are some major decisions you must make as a grandparent or parent helping with college savings accounts. I will discuss three different account types being: 529 accounts, custodial accounts, and a normal brokerage account. Tune in to learn more about these three account types and see which one is best for you.

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All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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