College Funding Plans
May. 12, 2017 Podcast

College Savings Plans


Cory Allen, wealth advisor at Mariner Wealth Advisors' Manasquan, NJ office, discusses with host Tully McCoy the most common questions he hears in regards to paying for higher education. 

There are tax considerations, as well as overall wealth goals that should be considered when determining the best way to pay for college. Cory delves into 529 plans, the flexibility and quirks of the plans, and the caps of funding. This podcast will help you understand the rules for funding and distributions to help ensure your 529 plan is used correctly.