Education planning tips for 2019 | PFP learning library podcast
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Man in purple shirt holding pen at desk.
Resources

Education planning tips for 2019 | PFP learning library podcast

2 years ago · 12 min listen

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:

This 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. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content