Smarter Strategies to Pay for Education (Ep. 12)
Автор: Bryn Mawr Trust
Загружено: 2026-03-04
Просмотров: 172
Описание:
College costs keep rising, but the financial side is only part of the story. How do you plan for education while balancing emotions, expectations, and long-term goals?
In this episode, Jamie Hopkins and Kate Duffy break down smarter, more flexible ways to fund education while navigating the emotions, expectations, and values that shape these decisions.
They unpack practical strategies around tax‑free growth, frontloading contributions, new Roth rollover rules, and talking with kids about money.
Whether you’re a parent, planner, or just thinking ahead, this conversation delivers insights most families overlook.
Key takeaways:
Advantages of flexible education funding strategies
How frontloading and tax‑free growth can boost long‑term outcomes
New opportunities to roll unused education funds into a Roth IRA
How to Open family discussions about paying for college
Connect with Bryn Mawr Trust:
833-973-7633
LinkedIn: / the-bryn-mawr-trust-company
Website: https://www.bmt.com/
Connect with Kate Duffy:
LinkedIn: / kateduffy-finpsych
Connect with Jamie Hopkins:
LinkedIn: / jamiehopkinsfinancialservices
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