Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings cover art

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

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Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Ben in Orlando Florida who asks, “what are the primary mistakes people make when saving money for college?” John-Marks helps Ben understand why using a 529 plan only might be costing Ben tax savings through the AOTC which many people do not understand can’t be combined on the same college expense.

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Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

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