Short
She Ditched the 529 Plan. Real Estate Pays for College Better
A 529 is the default answer, not the optimal one. Lance Morgan compares how a 529 balance is treated in the aid formula against income-producing real estate, and why one family moved their tuition funding out of the plan entirely.
- #529plan
- #collegefunding
- #realestate
- #financialaid
- #familyfinance
Free resource
College Funding Checklist
A step-by-step checklist for high-income families planning college costs without wrecking aid eligibility.
Get the free checklistFrom the full episode
The College Funding Mistake Most Wealthy Families Make
By the time you look at the opportunity cost of that $200,000, that $200,000 could have grown for your retirement, but when you spend it on college, it's gone.Listen to the full episode with Lance Morgan
Frequently Asked Questions
Why does Lance Morgan say 529 plans can hurt more than help?
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