Maximizing 529 Plans for College Savings
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim Carrigan take a deeper dive into 529 college savings plans and how families can use them more effectively. They break down what qualifies as educational expenses, the benefits of starting early, and how compounding can significantly grow savings over time. The conversation also covers key rules, including contribution limits, beneficiary flexibility, and options like using funds for student loans or even rolling over into a Roth IRA. Throughout the discussion, they emphasize the importance of strategy, understanding…
The skinny
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