Patricia Roberts
Chief Operating Officer at Gift of College and author of Route 529, with two decades of experience educating families about 529 plans and higher-education funding strategies.
Best podcasts with Patricia Roberts
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Feb 1, 2026 • 1h 18min
These New Rules Will Change The Way You Think About 529 Plans | Patricia Roberts | 193
Patricia Roberts, COO of Gift of College and author of Route 529, is a longtime 529-plan educator. She debunks myths about who 529s serve. Topics include surprising qualified uses beyond college, state tax quirks and parity rules, comparing plans and fees, strategies for late starters, balancing retirement vs. education saving, and the new 529-to-Roth rollover option.
Jul 5, 2024 • 1h 2min
How to Give the Gift of College With a 529 Plan
Patricia Roberts, an expert in college financial planning, discusses 529 plans and avoiding student loan debt. She highlights the benefits of 529 plans, passing benefits to family, and her work with Gift of College. The podcast also covers alternative education savings options, comprehensive college funding strategies, and the importance of early planning to reduce costs.
