An Optometrist's Guide to 529 Plans and Saving For College

episode

The Optometry Money Podcast not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from The Optometry Money Podcast

Profit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt Ruttenberg 40 min · 25 Sep 2025

All episodes from The Optometry Money Podcast →

Report any issue

Source

Recorded05 Dec 2024

Publisherrss.buzzsprout.com ↗

Handlerec:18654715

Show notes

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Evon provides optometrists a deep dive into 529 plans and other methods of saving and paying for your kids' college costs.He dives into the rules of how 529 plans work, the federal and state tax benefits of using 529 accounts, how to use the funds in the account, creative planning opportunities for 529 plans, the use of taxable investment accounts in preparing for your kids' college. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected] out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:IRS 529 Plans: Questions and AnswersEducation Data - College Tuition Inflation RateEducation Data - Average Costs of Tuition & CollegeSaving For College - Federal School Code Lookup ToolThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.