529 college savings plans: rules, tax benefits, & qualified expenses

#26: College affordability is tough but 529 college savings plans can help you boost college savings. 529s have similarities to Roth accounts. They are (mostly) taxed going in, but grow and get withdrawn tax-free (if spent on qualified things). But 529s also have complexities, and the rules changed significantly with the Tax Cuts and Jobs Act and, more recently, the Secure Act. So for this week’s podcast, I invited Ann Garcia, a CFP who specializes in (and blogs about) college financial plann...