
Off The Clock
An estate planning podcast by Procino-Wells & Woodland, LLC.
Off The Clock
Strategies for Generous Grandparents
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Procino-Wells & Woodland, LLC
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Season 7
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Episode 64
Featuring Kyle Banks from PKS Investment Advisors, this episode discusses how Delaware grandparents can strategically save for their grandchildren's education. Key highlights include recent changes to FAFSA rules, strategic use of the five-year election, opportunities to roll unused savings to Roth IRAs, and consideration of other strategies like directly paying tuition bills. Thanks to Kyle for some great tips for grandparents - your generosity needs strategy!