Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How 529 Plans Handle Sibling College Funding
We break down the mechanics of using a single 529 plan to fund multiple children, focusing on the strategic advantage of changing beneficiaries without penalty. With college costs rising and family sizes varying, understanding how to roll over funds from one sibling to another—or even to yourself—can save thousands in taxes and preserve wealth. We look at specific allocation strategies for parents with kids in different years of school, addressing common fears about losing state tax deductions when switching plans.
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The skinny
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