529教育储蓄与投资529 Education Savings & Investing

活动介绍About this event

孩子的教育储蓄，到底怎么存储和投资为最优？如果529账户存多了，又该怎么办？主讲嘉宾将结合自己的真实投资经历，分享529教育储蓄中的实战心得。What is the best way to save and invest for your child's education, and what if your 529 account ends up overfunded? Our speaker draws on his own investing experience to share practical lessons on 529 plans.

内容亮点What we'll cover

• 通货膨胀和税收如何影响教育储蓄？
• 长期529投资如何做决策？
• 如何理解教育成本与投资回报？
• 529账户如果资金过剩，有哪些处理方式？

• How do inflation and taxes affect education savings?
• How to make long-term 529 investment decisions
• Understanding education costs versus investment returns
• Options when a 529 account is overfunded

主讲嘉宾Speaker