Bill (Caller)
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I know that, well, there are absolutely no strings attached, and we aren't looking for any recognition, but I've realized this has a potential to seem off-putting if we approach it in the wrong way.
And number two, if we do go through with this, what is the best way to go about it?
Would we just give them a check so they can open a 529 plan or open one ourselves?
Are there any tax implications associated with this?
Yes.
Slightly.
I think that this would be very grateful.
Okay.
Good.
That sounds good.
I appreciate that.
I've had a great deal of anxiety about how to approach this.
Well, thank you.
That's good to hear.
Yes, that sounds right.
I hadn't thought of it that way, but that does make sense.
I'm so excited to talk to you.
Um, so I'm 31 been married two years.
My wife and I have about $45,000 in student loan debt.
Uh, right now that's all we've got.