Unlocking the Power of 529 Plans
Summer is the perfect time to slow down, spend time with family—and think ahead about your child's future. In this quick, fun video, we breakdown what makes 529 plans such a powerful tool for education savings.
They’re more flexible than most people think—covering K–12 tuition, trade schools, even rent and textbooks. And with recent changes, you can now roll over up to $30,000 into a Roth IRA if the funds go unused.
Learn how 529s work, why starting early makes a difference, and what options you have if your child doesn’t use the full amount. It’s all here, simplified—and just in time for summer.
Ready to build your plan? Reach out to us today.
