Why Shouldn’t You Use Some of the Tricks the Wealthy Use?

10 Ways 529 Plans Profit the Wealthy — Can You Benefit?

Grandparent Loophole, Roth Conversion, and More: Advanced and Timely 529 Strategies

Opher Ganel
Financial Strategy
Published in
11 min readFeb 22
A large group of graduates dressed in regalia toss up their caps.
Photo by Pixabay from Pexels: https://www.pexels.com/photo/newly-graduated-people-wearing-black-academy-gowns-throwing-hats-up-in-the-air-267885/

When my youngest daughter was in college, we used a 529 plan to help gain tax advantages from costs we’d incur…

--

--

Opher Ganel
Financial Strategy

Consultant | physicist | writer |financial strategist | avid reader | amateur photog. | support my writing here ➜ https://opher-ganel.medium.com/membership