The Glassman Wealth Blog

Barry Glassman featured on the Financial Advisor Success Podcast with Michael Kitces

We are thrilled that Barry was recently featured on Michael Kitces’s Podcast for the 69th episode of Financial Advisor Success. Kitces’s blog, Nerd’s Eye View, is dedicated to advancing knowledge in Financial Planning, and is an incredible resource for both advisors and clients alike. Kitces himself has extensive education and experience in the financial planning…

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How To Use 529 Plans To Leverage A Wealth Transfer

The 2017 Tax Act improved 529 plans, adding provisions that allow plan balances to be used to pay K-12 tuition.  Prior to 2018, 529 funds could only be used to post-secondary educational expenses.  Here are some new wealth transfer strategies that 529 plans can now fulfill. Intro to 529 plans First, a couple of basics…

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