[Series 66] 27, Education Accounts and Health Savings

Podcast: Open Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-20

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Key tax differences and contribution limits for Section 529 plans and Coverdell ESAs - Income phase-outs and beneficiary age restrictions for Coverdell accounts - Eligibility criteria and triple-tax benefits of Health Savings Accounts - Tax and penalty rules governing non-qualified Health Savings Account distributions - Practical decision frameworks for selecting education and h...