Episode 20: Maximize Your 529 Savings: New Rules You Need to Know!

Featured Posts, PODCAST

With kids back in school, education funding is top of mind for many parents—especially if you just paid a big tuition bill! In this episode, I dive into one powerful education savings tool: the 529 plan. I’ll break down what it is, how it works, and the pros and cons you need to know. Plus, there’s a major new rule affecting how you can use excess 529 funds. If you have an existing 529, this could be a game-changer for you. Let’s get to it…

 

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