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01.14.25 Ask An Advisor With Wes Moss - 10 Things Investors Should Watch Out For in 2025

The Clark Howard Podcast

CHAPTER

Navigating 529 College Savings Options After College Reconsideration

This chapter explores the options available for rolling over funds from a 529 college savings account when the original beneficiary decides against attending college. It highlights new legislation for tax-free rollovers to Roth accounts and discusses alternative uses for 529 funds, including transfers and vocational training choices.

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