ACap ReCap: Financial and Tax Tips
ACap Advisors & Accountants is a boutique fee-only Wealth Management and full-service Accounting firm based in Los Angeles. We handle everything from taxes to investments to risk management and estate planning, providing comprehensive, unbiased financial advice in one location. In our ACap ReCap episodes, we discuss the latest financial news, answer the frequently received financial questions, and share financial tips with you. If you have questions or suggestions email us hello@acapam.com Find more details at https://www.acapam.com/ #financialadvisor #fiduciaryfinancialadvisor #finance #financial #money #wealthmanagement #assetmanagement #investment #tax #taxplanning
ACap ReCap: Financial and Tax Tips
Unused 529 Plan - What to do with it?
In this episode, Ara Oghoorian, CFP® explains what to do when you have leftover money sitting in a 529 college savings plan and how to actually use it wisely.
College is expensive, and 529 plans are a great way to save while getting some tax advantages. But what if your kid got a scholarship, stayed local, or didn't use the money at all? Now you have extra funds in the account - what can you do with that money?
We cover everything from changing the beneficiary to rolling the money into a Roth IRA, plus a few other things most people don’t even know they can do with unused 529 funds.
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