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The Latest on 529 Plans
529s see expanded use and flexibility thanks to recent legislative changes, good news for college savers

529 plans are tax-advantaged savings vehicles created to help families save for education expenses. In this 15-minute video, we discuss recent changes with 529 plans, including:

  • Expanded use of 529 plans for K-12 expenses, apprenticeship programs and student loan repayment
  • New option to roll over unused funds into a ROTH IRA
  • Favorable treatment of non-parent owned 529 plans on the FAFSA

We also discuss Private College 529 Plan, a prepaid savings solution in network with nearly 300 private colleges nationwide.

The Latest on 529 Plans

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