These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193
Catching Up to FI
Outro
Hosts and Patricia share closing resources, book info, reminders to consult professionals, and show credits.
529 plan expert Patricia Roberts blows up the myth that 'it's too late' and '529s are just for rich people with toddlers and Ivy League dreams'. She is author of the book 'Route 529' and shares some big changes with 529 plans that make them an incredibly flexible savings vehicle for more than just college. In this episode we cover:
- How state tax deductions, credits and 'parity states' work for contributions
- The shockingly long list of qualified uses including trade schools, apprenticeships, non-degree credentials, Kβ12 tuition, tutoring, test prep and even student loan repayment
- Busting the 'use it or lose it' fear and the new option to rollover left over funds to a Roth IRA
- How to juggle retirement vs. college savings
- Advanced strategies to create generational education wealth
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π Gift of College
π Route 529: A Parent's Guide to Saving for College and Career Training with 529 Plans
Morningstar 529 Ratings: The Best Plans of 2025
What You Can Pay for With a 529 Plan
β° Related Episodes
The College Discount Game You Need To Know Before Choosing A School | Ron Lieber | 191
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Banishing The Burden of Student Loan Debt | Travis Hornsby | 122
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