Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
How to Structure 529 Plans for Multiple Children
Most parents open a single 529 plan per child, but what happens when you have three or four? Lucas and Luna break down the mechanics of managing multiple accounts, focusing on beneficiary changes, contribution limits, and the hidden complexity of sibling rollovers. They examine a specific case where a family mismanaged funds across four plans, resulting in unnecessary taxes and lost compounding opportunities. This episode offers a clear framework for consolidating, reallocating, and protecting education savings when your household grows.
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The skinny
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