“For 2026, that limit is $111,000 per person.”
SM
Stephanie Marini
Motley Fool Hidden Gems Investing ·
“For 2026, using these numbers, it would mean $95,000 per year per person or $190,000 as a couple.”
Stephanie Marini · Motley Fool Hidden Gems Investing · Tax-Savvy Ways to Support Charities and Family
The publisher’s audio link for this episode is not available. Find “Tax-Savvy Ways to Support Charities and Family” in any podcast app and go to 16:07.
What was described
Make a five-year lump-sum contribution to a 529 plan up to $95,000 per person ($190,000 per couple) in 2026
$95,000; $190,000
Said nearby on the same subject
“If that looked like it was going to be unaffordable, a solution might be that the $100,000 per year is only required for the first five years of retirement and you're spending then drops to say $70,000 a year from that point forward.”
PB
Paul Benson
Financial Autonomy ·
“I know the Georgia 529 plan has a state tax deduction. So they can put right now it's, I think, $4,000 each for an account.”
♫
Said on Retire Sooner with Wes Moss
“You would use the notice of intent to claim on the form… total contributions 400,000… intend to claim as a personal deductible contribution, 10,000. …they’ll take $1,500.”
MM
Mark McGrath
Retire Right ·
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.