Education planning tips for 2019 {PFP Section}




American Institute of CPAs - Personal Financial Planning (PFP) show

Summary: Guest(s): Ross Riskin, CPA/PFS Category: Technical In this podcast, Ross Riskin, CPA/PFS discusses college and financial aid planning tips from The Adviser’s Guide to Education Planning. He specifically addresses: Timing of tuition bill payments Determining retirement planning contributions Impact of allowances, including the education savings and asset protection allowance Access the related resources from this podcast: The Adviser’s Guide to Education Planning The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.