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  • roshanloungani
    • Feb 11, 2021
    • 1 min read

Smart Education Planning For Children and Grandchildren

RL051 - Retirement Lifestyle: Smart Education Planning For Children and Grandchildren


On this episode of the Retirement Lifestyle Show, Roshan Loungani, Erik Olson and Adrian Nicholson talk about college funding. They discuss conventional and unconventional approaches to college funding, the upward trend of college tuition fees, and the cost-benefit considerations of a college education. The hosts also discuss the strengths and weaknesses of using 529 state plans, standard investment accounts, and Roth IRAs to finance college for your kids and grandkids.

01:21] The Varied Approaches to College Funding [06:40] The Tax Benefits of 529 Plans and Prepaid Tuition Plans [18:52] Standard Investment Accounts and Roth IRAs [27:26] UTMA, UGMA, and Coverdell Education Savings Accounts [29:48] Structuring Your Assets to Qualify for Financial Aid [34:22] Cost-Benefit Analysis of College Education


Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.


Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.


Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

Listen to the whole episode on our website here: https://www.retirewithroshan.com/podcast


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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.


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