#257 - 5 to 9 Things You Don’t Know About 529 Plans with Chris Stack

5 to 9 Things You Don’t Know About 529 Plans with Chris Stack

Hosts Brad Wright and Kevin Williams are joined by attorney and consultant, Chris Stack. -Chris is managing consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in educational finance. An attorney for over 30 years, licensed in New York & Pennsylvania, Chris has experience in finance, investments and law relating to tax advantaged products, including Section 529, since it became federal law in 1996. - He has been credited for actively and successfully initiating, advocating and assisting in the 2022 federal tax law changes allowing for “leftover” 529 funds to be transferred to a Roth IRA. He’s also assisted several states and plan managers implementing their 529 investment plans that now service over $20B in assets. -Currently, Chris advises and consults with sponsoring state agencies, program managers and investment companies, and presents nationally to financial advisors, accountants, and attorneys on 529 plans. They discuss: -The effects of the Big Beautiful Bill on 529 plans -How to choose the right 529 plan -Rules around converting leftover 529 funds to a Roth IRA -Why 529 accounts should be considered as part of any estate plan

For more on Saving For College: Savingforcollege.com To contact Chris: cstack@savingforcollege.com