When you’ve been diligently saving for your child’s or grandchild’s education, having extra money left in a 529 plan might seem like a good problem to have—but it’s still a problem that needs solving. In this episode, we’re breaking down your options for unused 529 funds, from Roth rollovers to saving for future generations. Tune in to learn how to maximize those savings without taking a tax hit! 

Sources:   

1. https://www.aspenwealthmgmt.com/resource-center/blog/your-529-plan-and-secure-2  
2. https://www.aspenwealthmgmt.com/resource-center/blog/financial-gifting-to-grandkids  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

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