Strategies for Generous Grandparents
From Off The Clock by Procino-Wells & Woodland, LLC
August 6, 2025 · 24 min · Season 7 · Episode 64
About this episode
This episode discusses strategies for Delaware grandparents to save for their grandchildren's education, featuring insights from Kyle Banks.
Featuring Kyle Banks from PKS Investment Advisors, this episode discusses how Delaware grandparents can strategically save for their grandchildren's education. Key highlights include recent changes to FAFSA rules, strategic use of the five-year election, opportunities to roll unused savings to Roth IRAs, and consideration of other strategies like directly paying tuition bills. Thanks to Kyle for some great tips for grandparents - your generosity needs strategy!
People in this episode
Guest: Kyle Banks
Topics covered
- grandparents
- education savings
- FAFSA rules
- financial strategies
- Roth IRAs
Keywords
- grandparents
- education savings
- FAFSA
- Roth IRA
- tuition payments
Mentioned in this episode
Organizations: PKS Investment Advisors, FAFSA, Roth IRAs
Places: Delaware
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