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EP 280: What the ‘Big Beautiful Bill’ Could Mean for 529 Plans
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
9 minutes
3 months ago
EP 280: What the ‘Big Beautiful Bill’ Could Mean for 529 Plans
In this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discusses potential changes to 529 plans if the proposed “Big Beautiful Bill” passes. They outline how the bill aims to expand the flexibility and allowable uses of 529 funds, making these education savings accounts more adaptable to a broader range of educational and financial goals. The conversation focuses on how the updates could affect how families plan for education expenses, including potential new options for using leftover funds.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
